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Innodata: $INOD
The niche AI data-services engine many overlook, but shouldn’t
Oct 31
•
JD
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
•
JD
It’s bullish when the Great Depression is trending
Fear returns fast, but opportunity follows even faster
Oct 19
•
JD
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
•
JD
Shutdown? Markets don’t care
Investors look past politics as AI investment and rate cuts keep powering stocks.
Oct 5
•
JD
Portfolio Update: Selling ADMA
I’m removing ADMA Biologics from the portfolio.
Oct 3
•
JD
September 2025
U.S. growth keeps surprising
Economic momentum is running hotter than nearly anyone expected.
Sep 28
•
JD
Hot economy, cold bonds
Why falling rates aren’t helping long Treasuries and where the real opportunities lie.
Sep 21
•
JD
Countdown to the dot plot
Next week’s rate decision could jolt markets, but a balanced portfolio is built for any outcome.
Sep 14
•
JD
Gridlock in the labor market
Slower hiring points to a Fed cut, but earnings and AI adoption keep the bull case intact.
Sep 7
•
JD
August 2025
Strong August, Weak September?
September’s “curse,” Nvidia’s strength, and why central banks keep buying gold.
Aug 31
•
JD
Portfolio Review - August 2025
Plus, a new profile on an under-the-radar gold producer poised to turn cash into growth
Aug 30
•
JD
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