| 11 stories we are following this morning.
1. Futures point up again this am after a solid rebound day Friday and a good week in the markets last week.
2. This comes on the heels of President Trump easing up on and delaying some tariffs. The markets loved this.
3. Long term for defense and security reasons and perhaps some economic reasons, we do need to make sure we have some level of industrial capacity in the nation. Ie we need to be able to make computer chips, planes, ships etc.
4. Two core business thoughts for start ups. One of these is from X. Don’t run out of cash. Two. Don’t run your business like a rich person.
5. The top 5 companies by market cap.
1. Apple down 21% year to date but likely to rise today.
2. Microsoft back in front of NVIDIA and down nearly 8% year to date. We just read a good book about Nvidia and Jensen Huang called “The Thinking Machine: Jensen Huang, Nvidia and the World’S Most Coveted Microchip”.
3. NVIDIA down 17% year to date.
4. Amazon is number 4.
5. Alphabet Inc./ Google
rounds out the top 5.
6. Three stocks that The Motley Fool says buy. Intuitive, Vertex Pharmaceuticals and Alphabet Inc.
7. Rory McElroy won one of the most exciting Masters tournaments in a long time. When he misses key putts under pressure, many of us can relate. When he makes a high pressure putt as he did on the playoff hole, we want to be like that. Justin Rose had a remarkable tournament too. It was dramatic. It wasn’t the drama we had last year under Adam Rosuck’ last leadership act but it was world class.
8. This weeks Twitter/X Poll. What is your top goal this week? We gave four choices and received nearly 1200 votes.
A. Eat well 31%.
B. Advance your business 20%.
C. Exercise a good deal 31%.
D. Other 18%.
My top goal this week is eat well after a bad week last week.
9. My Favorite Tweet of the Weekend – Andrew Wilkinson on X
“Our all time best investments, the 10-30 baggers, have always slapped us across the face and required no more than 5 minutes of analysis. If you have to scratch your head and squint to pull the trigger, it’s probably a bad investment.” Andrew Wilkinson.
This is largely true in my experience. If you think to analyze 15 ways how it can be a winning investment, it’s unlikely to be a huge winner. Winners often are clear as day but they don’t come around every day but sometimes come in bunches.
10. My second favorite tweet of the weekend. This is from Dickie Bush. “This is your daily reminder that most of whatever you are doing today won’t matter in 5 years so focus on things that do.”
11. My special shout out of the day today goes two of the best leaders I have ever worked with, each of which lead organizations I have been involved with for 30 plus years. God bless J. Tracy Walker McGuireWoods LLP and Jessica Cole Becker’s Healthcare and god bless Liz, Ross, Chloe, Jordy, Bobby, Billy and Hannah.
PPS. Join us no charge for our next webinar where we discuss 25 business concepts. We hope to teach and entertain. https://lnkd.in/evX9aDHE
PPS. Make today a great deal. It’s a Little Ricky’s night and we will stop in the favorites today. Three Tarts, Hometown, True Juice and more.
PPPS. The Levin Fear Index is at 7.1. |
