The Predictive Investor
Subscribe
Sign in
Home
Portfolio
Market Analysis
Trade Examples
Terms of Service
Articles
Archive
About
Latest
Top
Pullback ≠ Breakdown
Markets can correct 5–10% even in bull markets. The opportunity is knowing the difference.
Nov 23
•
JD
Berkshire bets on Google
Should we stop worrying about tech valuations?
Nov 16
•
JD
A healthy pause for an AI-driven bull
Pullbacks test conviction, but the fundamentals remain intact.
Nov 9
Breadth narrows as bulls hold the line
October ended near all-time highs, even as fewer names power the market. With a trade truce, Fed cuts, and AI spending ramping, dips still look like…
Nov 3
October 2025
Innodata: $INOD
The niche AI data-services engine many overlook, but shouldn’t
Oct 31
Cooler inflation, hotter earnings
The Fed’s pivot and strong Q3 results reinforce a bullish setup, even as volatility keeps skeptics on edge.
Oct 26
It’s bullish when the Great Depression is trending
Fear returns fast, but opportunity follows even faster
Oct 19
Don’t fear the pullback
Trump’s new China tariffs may jolt markets, but earnings strength, rate cuts, and AI investment are still the real story.
Oct 12
Shutdown? Markets don’t care
Investors look past politics as AI investment and rate cuts keep powering stocks.
Oct 5
Portfolio Update: Selling ADMA
I’m removing ADMA Biologics from the portfolio.
Oct 3
September 2025
U.S. growth keeps surprising
Economic momentum is running hotter than nearly anyone expected.
Sep 28
Hot economy, cold bonds
Why falling rates aren’t helping long Treasuries and where the real opportunities lie.
Sep 21
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts
