$GOOG vs $NVDA The “Two Kingdoms” of AI Infrastructure
EXECUTIVE BRIEFING: To: Global Markets Navigator Subscribers (Full Report to Paid Subscribers)
EXECUTIVE BRIEFING: To: Global Markets Navigator Subscribers (Full Report to Paid Subscribers)
Tech and Small Caps Lead Broadly Bullish Market, While Select Stocks Flash Extreme Signals
The TSX demonstrated robust technical strength, particularly in energy and materials sectors
Based on Navigator 46, November 23, 2025
A 640-page report this week
Three Companies Under Review: Turnaround Prospects 2025-2028
Preface to an upcoming report on a change made to the Cara 100 watchlist
A reversal day with a small cap rally but also consumers facing a sticker shock economy
Reversal Day but a Sticker Shock Economy
After a brutal sell-off, a powerful signal from the Federal Reserve reversed the mood, setting the stage for a December rate cut and a dramatic Friday rebound.
The Challenge to the Order
He started with the Japanese Carry Trade to crush the market and now calls Nvidia's earnings report a $601 Billion fraud. Both tweets caused an uproar on the Internet, and were themselves frauds.