The Super Bowl of AI Earnings

Markets in a Purple Haze

Nvidia ’s record-setting AI surge and Walmart ’s strong consumer results are shaping the American economy and a review of the stock market's dramatic reversal on Thursday, what it signals for investors, and how technology, tariffs, and market volatility all fit into the big economic picture. Your feedback and comments are appreciated, please email to: amin@fpmcapital.com. This episode’s title draws inspiration from Jimi Hendrix’s monumental song “Purple Haze” (circa 1967) .

Money for Nothing, Chips for Free

A look at the economic impact of the government shutdown and a look at the recent AI debt spiral and its ramifications. Your feedback and comments are appreciated, please email to: amin@fpmcapital.com. This episode's title draws inspiration from Dire Straits' 1985 hit, 'Money for Nothing.'

Faster, Smarter, Stronger: Inside the Higher Velocity U.S. Economy

A high level review of the robust earnings reporting for the third quarter, and a look at the capital spending driven "higher velocity economy" and it's profound ramifications. Your feedback and comments are appreciated, please email to: amin@fpmcapital.com.

The Super Bowl of AI Earnings

3 big stories this week: major earnings from five of the Magnificent 7 tech companies, another temporary truce in U.S.-China trade talks, and market disappointment despite another Federal reserve interest rate cut. Your feedback and comments are appreciated, please email to: amin@fpmcapital.com

Communication Breakdown (Netflix, Tesla & the Market's Profit Miss Panic)

Disappointing earnings from Netflix and Tesla drove markets, inflation came in better than expected and markets prepare for "earnings palooza" next week when 5 of the "Mag 7" giants report earnings. This episode's title draws inspiration from Led Zeppelin's 1969 hit 'Communication Breakdown.' Your feedback and comments are appreciated, please email to: amin@fpmcapital.com