BLOG POST: Staying Focused Through Volatility: The Long-Term Case for this Bull Market

Here is part of the Weekend Video I produced for Educational Members on Saturday. I hope you find it helpful and educational.

There's a lot of noise out there. People calling for crashes, people desperate for attention, people who weren't hugged enough as children, etc. Be careful who you follow. If social media is messing with your head or market view, take a break from it. Learn to shut out the noise.

NVIDIA CEO Jensen Huang explains the architecture of the AI revolution AI is fundamentally about thinking—and that requires supercomputers. We’ve created a new industry: AI infrastructure. It will be as foundational as the electricity and internet infrastructures—permanent for

Updated view of $ORCL earnings and sales. @marketsurge @IBDinvestors #IBDPartner https://t.co/eqAHFpIuRN

Updated view of $CW earnings and sales. @marketsurge @IBDinvestors #IBDPartner https://t.co/eqAHFpIuRN

I not only use relative strength on longer-term timeframes during bigger corrections, but also on shorter-term timeframes during intra-day selloffs. For example, today, the market saw a sell program into the European close, but many growth stocks were green, barely budged, and

The majority of arguments on FinTwit have to do with timeframe. One person could be selling a stock because they think it will go down over the next 2 days and another could be buying because they think it will go up over the next 2 years. Don't assume everyone trades like you.

I'm honored that my research will be featured today on Jim Cramer's Mad Money show. It will be around 6:20PM EST if you want to tune in!

Updated view of $PWR earnings and sales. @marketsurge @IBDinvestors #IBDPartner https://t.co/eqAHFpIuRN

Updated view of $JCI earnings and sales. @marketsurge @IBDinvestors #IBDPartner https://t.co/eqAHFpIuRN

Updated view of $ETN earnings and sales. @marketsurge @IBDinvestors #IBDPartner https://t.co/eqAHFpIuRN

There's a bubble in people calling for bubbles.

The greatest investors/traders I've studied always understand where we are in the bigger picture. That's why I do my best to step back and focus on those concepts. I don't always get it right, but stepping back from the minute by minute tick can help tremendously. Patience.

I'm working on a follow up research piece to this note I posted in June. It will be on my blog later this week.

ICYMI, here's a link to that podcast episode:

I'm super proud of my recent podcast guest Zach Throne who played the National Anthem before the Seahawks game yesterday with legendary Alice in Chains guitarist Jerry Cantrell.

Bubble - Any asset class that goes up that you don't own.

There are many secular growth themes out there. Many of them are 2027 stories. If you have any patience/conviction, I believe what Elon and Jensen have said about opportunities to create "generational wealth." No, it's not going to happen overnight and of course there will be

There's a lot of noise out there. Do your best to shut it out and focus on what the market is telling you. Yes, I respect other people's opinions, but I don't worship them and follow them blindly. Learn to develop your OWN conviction. Borrowed conviction never works.