North Meadow, Central Park
– May 27, 2025

What is up, everybody!

We are coming at you live with your Wall Street Game Notes from the dead center of Central Park in Manhattan, financial capital of the world!

We are off to a strong start. Indices up across the board. Nasdaq, US big tech soaring. A lot of positive news on the reversal of the EU tariff threat that tanked us at the end of last week, watching Okta earnings tonight, watching NVIDIA earnings tomorrow after the close.

Will they make a full recovery since the March downturn due to tariff policies. Will they reach new highs? Is the expectation to beat? And if beating’s the expectation, what does it take to get to those new highs? Are there lasting impacts on the AI infrastructure play from things like DeepSeek? We will find out more this week, what that market looks like, and NVIDIA will beat. The question is how will the street react?

I’m in for the long term. The market continues to be choppy, holding some gold to hedge. Inconsistency seems to be the only consistency these days, which makes me wanna go against a lot of my fundamental beliefs and practices in this market. Buy, hold, value, invest, all the good stuff that seems to be gone these days. So more to come over and out. Let’s see if we can, keep this market rolling just like my Yankees out West.

Be good out there!