Snowflake, Inc. Class A (SNOW)

When GameStop filed to sell 3.5 million shares, the notion that Ryan Cohen had something up his sleeve went out the window.

It may seem ridiculous, but you can distill the market down to these two names because they stand for palpable themes.

Risk levels - stop loss orders - should not be ignored.

What crushed the individual was a lack of diversification.

Here's why the institutional stewards of capital who are taking back control of the market are salivating over a dirty old iron company.

Once you recognize that growth versus value is a false dichotomy than we can figure out what's ailing so much of the market.

Let's set out the case for stocks -- and which kind -- and whether you might want to pay down other debt first.

The rebellion against concept investing I think is not done but it will be if we get twice the GDP growth than we have had.

Investing can be fun until it turns brutal for what seems to be no reason.

This isn't an aggressive trade in my view but I'm not sure I want to be aggressive here.

Among other things, the president works to align Democratic senators to support his massive Covid relief bill.

We're headed to Boom Town, so let me show you how to line up your ticket -- and the best picks for the great reopening.

One possible outcome: The party ends relatively soon for some of the more speculative names, while other high-multiple stocks remain strong until inflation and the Fed become issues.

Here's the kind I like to buy -- and the vetted stocks that you can play on 'good' risk.

Thursday's big gains in Robinhood favorites might partly be a case of investors front-running purchases they expect to be made with the help of new stimulus checks.

I see both Tuesday and Wednesday on into the end of the week as potentially very volatile for financial markets.

The CRM software giant sports relatively low sales and billings multiples, and it stands to benefit in several ways from COVID's impact on enterprise tech adoption.

I just wish that people knew more about themselves and took the education necessary to understand what can wrong.

Until the $1200 payments in the spring, only a very small handful of people seemed interested in stocks. That changed it.

With these huge initial public offerings in Airbnb, DoorDash and Snowflake, we have to think about how much sense their valuations make; the logic behind them might surprise you.

Let me tell you what happened in 1999-2000 and what's happening now, and how it doesn't have to happen again.

... And the DoorDash IPO pulled out a block from it, bringing the whole thing down. Here's what to look for as two more major offerings are coming.

The buyers may be young, but I think callow youth may have the edge over their cynical elders.

Microsoft just made a rival cloud data warehouse service generally available to customers, while Amazon and Google continue to improve their rival offerings.

These investors seem to buy with a gusto never before seen in my lifetime.