The Global Guru

The Global Guru

Week #9 NVIDIA (Not again!);Microcap Moonshots; The Economist Turns Bearish;

Shiller CAPE Ratio RIP; Credit Card Delinquencies in Mississippi

Mar 05, 2024
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Today at a Glance:

One Investment: NVIDIA (Yes, again!)

One Asset Class: Microcap Moonshots

One Prediction: The Economist Turns Bearish

One Indicator: Shiller CAPE Ratio RIP

One Statistic:  Credit Card Delinquencies in Mississippi

1. NVIDIA

(Yes, again!)

“The test of a first-rate intelligence is the ability to hold two opposed ideas in the mind at the same tim…

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