big picture

Nvidia, tariffs make for a confusing market. Here’s my advice for investors

Nvidia, tariffs make for a confusing market. Here’s my advice for investors

Lawrence Booth

“My pathway led by confusion boats / mutiny from stern to bow.” That phrase, from Bob Dylan’s 1964 classic, “My ...

Apple, Microsoft valuations get a pass. Nvidia does not but should

Apple, Microsoft valuations get a pass. Nvidia does not but should

Lawrence Booth

We don’t care at which price Apple trades. When it was at $165 per share not that long ago, we ...