Investing for Survival

Thursday morning setup: US futures are mixed with S&P futures modestly higher offset by a slide in tech: as of 8:00am ET, S&P futures are up 0.1% while Nasdaq futures drop 0.5%, hit by a plunge in Sandisk (down 9% in pre-market), and rival Western Digital which tumbled 15%, after both companies reported earnings. AppLovin also slumped 16% after missing revenue estimates while DataDog tumbled as much as 18% after guidance wasn't strong enough, and pushed Nasdaq to session lows. Mag 7 stocks are mixed (AAPL +1.0% and GOOGL +0.7% are among the outperformers). Asian stocks declined, led by losses in heavyweight chipmakers following earnings reports from US peers that renewed concerns over the stretched rally in memory-related shares. European shares were more resilient and advanced for a 4th day on hopes of an Iran deal (that was supposed to happen two days ago) as strong earnings boosted sentiment, with WPP Plc leading gains in the media sector. Bond yields are 1-2bp higher. Commodity prices were mostly higher: base metals are all higher this morning; gold +0.6%, while silver -0.4%. Overnight, not many incremental updates on US/Iran, with investors waiting for the details of the Iran/Oman deal around the Strait of Hormuz.

Fundamental

Headlines

The Economy

Weekly jobless claims totaled 199,000 versus consensus 202,000.

https://www.zerohedge.com/markets/initial-jobless-claims-remain-near-57-year-lows

Q2 nonfarm productivity rose 1.4% versus projections of +0.6%; unit labor costs were up 1.3% versus +2.1%.

The July services PMI was 54.6 versus estimates of 53.5; the July composite PMI was 54.5 versus 53.5.

The July ISM services index was 54.1 versus predictions of 54.5.

https://bonddad.blogspot.com/2026/08/the-economically-weighted-ism-indexes.html

International

June German factory orders were up 3.1% versus forecasts of +0.3%.

June EU retail sales declined 0.3% versus expectations of +0.1%.

The July German construction PMI was 42.1 versus consensus of 45.0; the July EU construction PMI was 44.3 versus 43.6; the July UK construction PMI was 44.7 versus 40.0.

Other

The sentiment indicators are not good (but those with skin in the game [the Market] apparently think otherwise).

https://mrzepczynski.blogspot.com/2026/08/consumer-sentiment-not-supporting.html

El Nino raises risk of weather shocks.

https://www.bloomberg.com/news/newsletters/2026-08-05/el-nino-raises-risk-of-weather-shocks-across-global-economies?srnd=homepage-americas

Summary: The El Niño on track to become the most powerful of the past 76 years is strengthening rapidly, posing a major threat to fragile economies already roiled by conflict in the Middle East. For emerging markets, and especially for nations in Latin America, Africa and Asia, El Niño’s intense heat and erratic rains will likely compound months of higher oil import costs and strained supply chains warped by the war in Iran. In countries including India and Colombia, El Niño events have repeatedly amped up pressure on energy systems and food commodities that help feed billions globally.

Iran

Another edition of the non-Trump version of the war.

https://www.nakedcapitalism.com/2026/08/iran-war-us-again-fabricates-talks-on-deal-is-nigh-as-reuters-reports-even-greater-weapons-depletion-iran-debunks-media-reports-on-oman-negotiations-v-opening.html

Iran and Oman agree to Hormuz deal.

https://www.zerohedge.com/geopolitical/iran-set-emerge-more-hormuz-leverage-war-under-draft-us-oman-deal

Fiscal Policy

A win for the taxpayers.

https://washingtonstand.com/article/why-it-took-the-feds-so-long-to-stop-sending-benefits-to-dead-people

A loss for America.

https://open.substack.com/pub/quoththeraven/p/four-million-call-options-later-people?r=1ng8jx&utm_campaign=post-expanded-share&utm_medium=web

The canary in the AI coal mine (another article by the same title).

https://www.project-syndicate.org/commentary/openai-hugging-face-breach-should-set-off-alarm-bells-by-kenneth-rogoff-2026-08

Investing

Too much innovation exploits investor behavior weaknesses.

https://behaviouralinvestment.com/2026/08/04/too-much-investment-innovation-exploits-investor-behaviour/

Wednesday, August 5, 2026

The Morning Call---Pay attention to the change in the technical setup.

The Morning Call

8/5/26

The Market

Technical

Tuesday in the charts.

https://www.zerohedge.com/markets/stocks-rip-record-highs-massive-squeeze-crude-crash-bessent-teases-imminent-deal?gift=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJuaWQiOiIxMTIwMzUyIiwic2VuZGVyVWlkIjoiUUhnc3BaZVVFS2E3RHhXM216eFlKbjhaWEFoMiIsImlhdCI6MTc4NTg3NTk5MiwiZXhwIjoxNzg4NDY3OTkyLCJhdWQiOiJ6aC1naWZ0In0.IgbFP68p979vEPytwOubgKQLvJYz6DfwU_6vYf9C8A8

Note: my caution notwithstanding, the S&P exploded yesterday, pushing it above its prior all-time high. If it remains there through the close on Friday, it will confirm the breakout. Ordinarily, my rules say wait until that confirmation before taking action. However, the technical setup as described below in the five links persuades me to start nibbling. Accordingly, the Dividend Growth Portfolio bought a one half position in Brown and Brown. The next visible resistance levels are the upper boundary of its short term uptrend (~7823) and the upper boundaries of its intermediate and long term uptrends which are converging at ~9000.

Tuesday in the technical stats.

https://www.barchart.com/stocks/momentum

https://www.barchart.com/stocks/market-performance

https://www.barchart.com/stocks/sectors/rankings

https://www.barchart.com/stocks/signals/new-recommendations

This indicator is giving the bull market another lease on life.

https://www.marketwatch.com/story/this-indicator-is-giving-the-bull-market-another-lease-on-life-47479269?st=c6W76X

July didn’t change the structural bull, it reset it.

https://www.zerohedge.com/markets/july-didnt-change-structural-bull-it-reset-it-citadel-securities-chief-strategist-says?gift=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJuaWQiOiIxMTIwMzE2Iiwic2VuZGVyVWlkIjoiUUhnc3BaZVVFS2E3RHhXM216eFlKbjhaWEFoMiIsImlhdCI6MTc4NTg3MzcxMSwiZXhwIjoxNzg4NDY1NzExLCJhdWQiOiJ6aC1naWZ0In0.VbVIV315Fc9b3XeCirzOjke_h86POU-742wt4MItTWI

Fear is dead; FOMO is back.

https://www.zerohedge.com/the-market-ear/fear-dead-fomo-back?gift=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJuaWQiOiIxMTIwMzcwIiwic2VuZGVyVWlkIjoiUUhnc3BaZVVFS2E3RHhXM216eFlKbjhaWEFoMiIsImlhdCI6MTc4NTg3NDAzNSwiZXhwIjoxNzg4NDY2MDM1LCJhdWQiOiJ6aC1naWZ0In0.-LO_RsOniFsbm5iI_iTZQLFNTKTOp94JH4d2elagBJI

Goldman strategist sees ‘great broadening’.

https://www.zerohedge.com/markets/us-mega-cap-monopoly-over-goldman-chief-strategist-sees-great-broadening-disrupting-15?gift=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJuaWQiOiIxMTIwMzMwIiwic2VuZGVyVWlkIjoiUUhnc3BaZVVFS2E3RHhXM216eFlKbjhaWEFoMiIsImlhdCI6MTc4NTg3NDQyNCwiZXhwIjoxNzg4NDY2NDI0LCJhdWQiOiJ6aC1naWZ0In0.gkEeTPZY8wrM-TMqvsNt9Elj0bjCGgzV3C24N1jvZ1s

The chase is on.

https://www.zerohedge.com/markets/chase-goldman-flows-guru-says-investors-are-scrambling-rebuild-upside?gift=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJuaWQiOiIxMTIwNDQ5Iiwic2VuZGVyVWlkIjoiUUhnc3BaZVVFS2E3RHhXM216eFlKbjhaWEFoMiIsImlhdCI6MTc4NTkzNDIzNCwiZXhwIjoxNzg4NTI2MjM0LCJhdWQiOiJ6aC1naWZ0In0.EHWsvWc08e0iVTsSdsOnUvGhQVVd6p_EgmAnfLueUzw

Gold’s biggest setup in months.

https://www.zerohedge.com/the-market-ear/golds-biggest-setup-months?gift=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJuaWQiOiIxMTIwNDM1Iiwic2VuZGVyVWlkIjoiUUhnc3BaZVVFS2E3RHhXM216eFlKbjhaWEFoMiIsImlhdCI6MTc4NTkzNDcyNywiZXhwIjoxNzg4NTI2NzI3LCJhdWQiOiJ6aC1naWZ0In0.oHjyU1kRUFrALgo1AFu6XK3D34jS9m5KC1S11DFL_pI

Wednesday morning setup: S&P 500 futures are up following yesterday’s first ATH since June; both tech and small caps are lagging, pointing to another potential broadening. A jump in US tech stocks is holding too, with Nasdaq-100 contracts rising after a 3.3% surge in the session before, powered by semiconductor stocks and blowout Palantir earnings. S&P futures are up 0.4%, just shy of 7800, a new all-time high, while Nasdaq futures underperform, rising 0.2%, as results from AMD and SpaceX failed to impress, sending shares in both lower in after-hours trading. AMD’s forecast didn’t meet high expectations, while SpaceX investors focused on the hikes being made to its AI spending. Semis/memory are lower with some likely profit-taking after yesterday’s surge; NVDA/GOOG are leading Mag7 names higher as it appears that squeeze portion of this rally has room left to run, as JPM says keep an eye on IGV as the squeeze may turn into a narrative shift flipping one of the lightest owned sub-sectors into a leader in the near-term. Germany’s Infineon, up 69% this year, picks up the baton for European semiconductor sector results Wednesday. Tuesday gains have fed into a bounce for the Kospi and Nikkei 225 in Asia. Euro Stoxx 50 futures are also up 0.4%. The mood in stocks and in bonds has been bolstered by oil prices continuing to ease off, with Brent slipping below $79/bbl before rising above $80 as Houthi rebels threaten Saudi shipping north of the Red Sea and the UKMTO reported a ship sunk off Yemen after it was attacked by an unmanned craft. Qatar said a proposal had been drafted and both American and Iranian officials sounded hopeful about reopening the Strait of Hormuz. Treasury yields are dipping, while yields are down in Japan, Australia and New Zealand, the latter after weak quarterly jobs data. The Bloomberg Dollar Spot Index is softer, with the Swiss franc and Swedish krona leading gains among major currencies and the kiwi the laggard. Asia FX is green across the board. Commodities are bid, led by Precious Metals; WTI seeing support around $75/bbl though that could change following the expected formal announcement of a new deal between the US and Iran. Today's US economic data calendar includes July ADP employment change (8:15am), July final S&P Global US services PMI (9:45am) and July ISM services index (10am). Fed speakers scheduled include Cook (4:05pm) and Daly (8:35pm)

Fundamental

Headlines

The Economy

Weekly mortgage applications fell 2.9% while purchase applications declined 4.0%.

Month to date retail chain store sales were up 8.7% versus +8.3% in the prior week.

The June jobs report (JOLTS) showed a total of 7.35 million job openings versus estimates of 7.4 million.

June factory orders fell 0.3% versus expectations of +0.2%; ex transportation, they were down 0.4% versus +0.5%.

The July ADP employment report showed a total of 44,000 new jobs versus consensus of 70,000.

https://www.zerohedge.com/personal-finance/hiring-patterns-are-changing-adp-reports-weakest-job-gains-6-months

The August small business optimism index was 45.1 versus predictions of 47.5.

International

June Japanese YoY average earnings rose 3.4%, in line.

June EU PPI was down 0.3%, in line.

The July Japanese services PMI came in at 51.2 versus forecasts of 51.9; the July composite PMI was 52.7 versus 53.1; the July German services PMI was 49.8 versus 49.6; the July composite PMI was 51.3 versus 51.2; the July EU services PMI was 51.9 versus 51.6; the July composite PMI was 52.0 versus 51.9; the July UK services PMI was 52.1 versus 51.8; the July composite PMI was 52.2 versus 51.4.

Other

Yen intervention will not change fundamentals.

https://mrzepczynski.blogspot.com/2026/08/yen-intervention-will-not-change.html

June median household income.

https://politicalcalculations.blogspot.com/2026/08/median-household-income-in-june-2026.html

Iran

Overnight news.

https://www.zerohedge.com/energy/brent-bounces-houthis-threaten-saudi-tankers-raising-risk-new-red-sea-front

Monetary Policy

Warsh is off to a good start.

https://alhambrapartners.com/weekly-market-pulse-warsh-is-off-to-a-good-start/?src=news

Counterpoint.

https://talkmarkets.com/article/is-the-bond-market-putting-warsh-in-a-corner-1785840719

Data center construction spending goes exponential.

https://wolfstreet.com/2026/08/03/ai-data-center-construction-spending-goes-exponential-but-exponential-curves-cant-last/

Investing

The 60/40 portfolio is no longer working.

https://www.apollo.com/wealth/insights-news/insights/daily-spark/60-40-no-longer-working

Total return forecasts for major asset classes.

https://www.capitalspectator.com/total-return-forecasts-major-asset-classes-4-august-2026/

Everything feels like gambling.

https://huddleup.substack.com/p/why-everything-feels-like-gambling

The return of fiscal QE.

https://www.zerohedge.com/markets/return-fiscal-qe-changes-game-stocks?gift=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJuaWQiOiIxMTIwMzE0Iiwic2VuZGVyVWlkIjoiUUhnc3BaZVVFS2E3RHhXM216eFlKbjhaWEFoMiIsImlhdCI6MTc4NTg3NTE3OSwiZXhwIjoxNzg4NDY3MTc5LCJhdWQiOiJ6aC1naWZ0In0.9xktbDIRLfkMVQLol8FSNXMsKsxzPbBrs4wFcjFblT4

News on Stocks in Our Portfolios

What I am reading today

Visit Investing for Survival’s website (http://investingforsurvival.com/home) to learn more about our Investment Strategy, Prices Disciplines and Subscriber Service.

Tuesday, August 4, 2026

The Morning Call---What if big tech was right all along?

The Morning Call

8/4/26

The Market

Technical

Monday in the charts.

https://www.zerohedge.com/markets/bond-yields-black-gold-dump-big-tech-bitcoin-jump-another-trump-deal-looms-yentervention?gift=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJuaWQiOiIxMTIwMjQyIiwic2VuZGVyVWlkIjoiUUhnc3BaZVVFS2E3RHhXM216eFlKbjhaWEFoMiIsImlhdCI6MTc4NTc4ODgxMiwiZXhwIjoxNzg4MzgwODEyLCJhdWQiOiJ6aC1naWZ0In0.3BhEbkn7KCYcwjcC1f6FSXzC8APNA97mreUXszkhKGY

Note: the S&P closed above the previous high and fractionally below its all-time high, suggesting another leg up. Weighing against that is (1) high valuations and (2) seasonality. Still it appears the momentum has shifted to the upside. I am now considering nibbling on some laggards.

Monday in the technical stats.

https://www.barchart.com/stocks/momentum

https://www.barchart.com/stocks/market-performance

https://www.barchart.com/stocks/sectors/rankings

https://www.barchart.com/stocks/signals/new-recommendations

Tuesday morning setup: S&P futures are trading at all time high with the latest push higher triggered by comments from Scott Bessent on CNBC who echoed Trump in saying that "we may have Iran deal tomorrow to open Hormuz" (or we may not). The Nasdaq also looks set to extend Monday’s gains: As of 8:00am ET, S&P futures are up 0.4% to an all-time high of 7655 and Nasdaq futures rise 1.1%, as Palantir soared 16% pre-market after upping its forecasts, while Caterpillar rose 9% on an earnings beat. Semis are leading the Tech tape with Mag7 (DRAM, EWY, SMH, SOXX all higher by at least 1.6%) while Mag 7 are mixed: Amazon (AMZN) falls 2% after founder Jeff Bezos filed to sell $4.07 billion of stock (Nvidia +1.3%, Tesla +0.6%, Apple -0.2%, Meta -1.7%, Alphabet -1.5%, Microsoft -2%). Cyclicals are leading Defensives with healthcare/staples lower pre-market. Bond yields are slide 2-3 bps on the drop in oil prices, and the USD is stronger as is USDJPY following a catastrophic 10Y JGB auction while intervention is not expected to have a lasting impact and the market is likely signaling the need for BOJ to hike. In commodities, WTI tumbles on Bessent's comments that we may have a deal to reopen Hormuz tomorrow (we won't) with WTI sliding as low as $76. Base metals are higher with Precious metals spiking and Ags bid. It’s a busy day, with earnings this morning from McDonald’s and Caterpillar, and the AI trade front and center this afternoon as AMD and SpaceX report. Today’s macro data focus is on JOLTS and trade balance.

Fundamental

Headlines

The Economy

The June trade balance was -$73.3 billion versus expectations of -$73.0 billion.

June construction spending fell 0.1% versus forecasts of +0.2%.

The July manufacturing PMI was reported at 53.9 versus predictions of 53.8.

The July ISM manufacturing index was 55.6 versus 54.0.

https://bonddad.blogspot.com/2026/08/august-starts-with-great-ism.html

International

Other

Taxing the rich.

https://www.powerlineblog.com/archives/2026/08/tax-the-rich-2.php

The yield curve steepens but spreads are still too narrow.

https://wolfstreet.com/2026/08/01/six-years-into-bond-bear-market-30-year-treasury-yield-hits-5-28-yield-curve-steepens-but-spreads-are-still-too-narrow/

The War

Huge uptick in Israeli attacks in spite of Trump’s ‘historic deal’.

https://www.zerohedge.com/geopolitical/huge-uptick-israeli-airstrikes-gaza-trump-hailed-historic-hamas-deal

Monetary Policy

The death of forward guidance.

https://www.realclearmarkets.com/blog/2026/08/01/the_death_of_forward_guidance_1197889.html

The Fed needs to start listening to normal people.

Summary: The Federal Reserve has various ways to gather public input, including the Beige Book, which collects information from businesses and community organizations, and Community development staff, who run in-depth studies of low- and moderate-income families. The most recent Beige Book shows consumers are adjusting to increased prices by taking on more debt, buying less but shopping more frequently, and trading down to cheaper alternatives, which is wearing on them and helping explain how resilience coexists with frustration. The Fed's Worker Perspectives report shows workers describing their work lives as "survival" rather than "stable", with rising prices being more common than rising wages, and workers relying on coping strategies such as shopping around for deals, taking on debt, and relying on assistance programs. The Fed decided last week that its response to this sentiment was not to raise rates, and offered almost no explanation. But it needs to show that it has heard: Inflation is a thing, and controlling it is the Fed’s responsibility. The very best minds on inflation include the people paying the higher prices.

A 3% inflation world.

https://allisonschrager.substack.com/p/forward-guidance-wont-make-you-happier

Fiscal Policy

What is behind the US support of the yen?

https://www.bloomberg.com/news/newsletters/2026-08-03/us-and-japan-and-yen-intervention?accessToken=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJzb3VyY2UiOiJTdWJzY3JpYmVyR2lmdGVkQXJ0aWNsZSIsImlhdCI6MTc4NTc4MDE5MCwiZXhwIjoxNzg2Mzg0OTkwLCJhcnRpY2xlSWQiOiJUSjZYQkhSMjRVOE8wMCIsImJjb25uZWN0SWQiOiJCMzFCNTRDQTI3MTE0NjAxOUQxMURCN0IxRUM4NTE2MyJ9.-qn_cjgwHb2y3Fz9NuA6rgn6q4LaWqhDrmDkdhYfcBI

Inflation

One month of falling prices does not restore price stability.

(4) One Month of Falling Prices Won’t Restore Price Stability

AI lowers wages but doesn’t cut jobs.

https://www.apollo.com/wealth/insights-news/insights/daily-spark/ai-lowers-wages-but-doesnt-cut-jobs

Can semiconductor makers navigate rising water risks?

https://www.advisorperspectives.com/commentaries/2026/08/03/semiconductor-makers-navigate-water-risks

The Chinese threat to US AI models.

https://www.zerohedge.com/ai/chinas-ai-knife-fight-deepseeks-new-model-runs-100x-cheaper-anthropics-flagship

What if big tech was right all along?

https://www.zerohedge.com/the-market-ear/what-if-big-tech-was-right-all-along?gift=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJuaWQiOiIxMTIwMzA5Iiwic2VuZGVyVWlkIjoiUUhnc3BaZVVFS2E3RHhXM216eFlKbjhaWEFoMiIsImlhdCI6MTc4NTg0ODA4OSwiZXhwIjoxNzg4NDQwMDg5LCJhdWQiOiJ6aC1naWZ0In0.mVKE9FWwD71hYcS8KC8S9blJStSvT6MfR-gNiyiGKlI

Investing

The challenges to valuing companies.

https://www.tker.co/p/aswath-damodaran-quotes-about-valuation

Why selling bonds is the wrong move.

https://talkmarkets.com/article/bonds-in-your-portfolio-why-ditching-them-is-the-wrong-move-1785753896

A second act for high yield bonds.

https://giftarticle.ft.com/giftarticle/actions/redeem/f894a754-8bfb-47ba-ab64-b527f97b03c7

The case for owning gold (but not till it breaks out of its current downtrend).

https://talkmarkets.com/article/bullion-caught-between-war-and-the-fed-1785777091

VC money floods into US nuclear startups.

https://www.zerohedge.com/energy/vc-money-floods-us-nuclear-startups-ai-power-demand-explodes

The latest from Goldman’s commodities guru.

https://www.zerohedge.com/commodities/heres-what-keeps-goldmans-samantha-dart-night-global-diesel-squeeze

The Yen just became everyone’s problem.

https://www.zerohedge.com/the-market-ear/yen-just-became-everyones-problem?gift=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJuaWQiOiIxMTIwMjA5Iiwic2VuZGVyVWlkIjoiUUhnc3BaZVVFS2E3RHhXM216eFlKbjhaWEFoMiIsImlhdCI6MTc4NTc4Njg3MywiZXhwIjoxNzg4Mzc4ODczLCJhdWQiOiJ6aC1naWZ0In0.5wbryVq3B5BRZQGi0t8XP-7Ydh9DFCs9AHkUf4TkyEc

Global bond market on edge.

https://www.zerohedge.com/markets/global-bond-market-edge-japanese-yields-soar-after-horrible-10y-jgb-auction

Dip buyers need to heed the Market’s warnings.

https://www.zerohedge.com/markets/dip-buyers-stocks-need-heed-markets-warning-signs?gift=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJuaWQiOiIxMTIwMjAzIiwic2VuZGVyVWlkIjoiUUhnc3BaZVVFS2E3RHhXM216eFlKbjhaWEFoMiIsImlhdCI6MTc4NTc4NzMxOSwiZXhwIjoxNzg4Mzc5MzE5LCJhdWQiOiJ6aC1naWZ0In0.JCsYIf2DWIfrH6lr_PirV7faPvgFLFNAZVMnhTsU3hM

It is the earnings stupid.

https://www.zerohedge.com/markets/goldman-partner-why-sp-will-make-more-all-time-highs-year?gift=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJuaWQiOiIxMTIwMjIyIiwic2VuZGVyVWlkIjoiUUhnc3BaZVVFS2E3RHhXM216eFlKbjhaWEFoMiIsImlhdCI6MTc4NTc4NzY5NCwiZXhwIjoxNzg4Mzc5Njk0LCJhdWQiOiJ6aC1naWZ0In0.FSprxK2doPFGQJBPxbgAmUVn5kOSZPsZmPykNrwx-Os

News on Stocks in Our Portfolios

What I am reading today

Visit Investing for Survival’s website (http://investingforsurvival.com/home) to learn more about our Investment Strategy, Prices Disciplines and Subscriber Service.

Thursday, August 6, 2026

The Morning Call---A loss for America

Wednesday, August 5, 2026

The Morning Call---Pay attention to the change in the technical setup.

Tuesday, August 4, 2026

The Morning Call---What if big tech was right all along?

About Me

My Blog List