Carnival: Still Afloat (For Now)

Carnival (CCL 3.44) (CUK 3.41). The biggest cruise line. Which, let’s be real, is a business model built on voluntarily trapping people in floating petri dishes. But hey, it’s working. The stock is up, beating the S&P 500. I’m not saying it’s good, I’m just saying it’s… happening.

Trump’s Bull Run: Last Legs or Just a Nap?

Now, listen, I’ve been around the block a few times. Seen bubbles burst, fortunes made and lost, and enough bad suits to fill a stadium. And I’m telling you, bull markets don’t last forever. It’s a cold, hard truth. You can’t just keep piling on the schnitzel, eventually, you need a salad. So, I’ve been looking at the tea leaves, the entrails of the financial beast, and I’ve found four indicators that suggest this Trump bull market might be…shall we say…winded. Don’t panic yet! Just grab your smelling salts and listen up.

Nvidia’s Number: A Cautionary Tale

Now they sell everything. Chips, networking tools, software. The whole shebang. Another quarter, another year of big numbers. Profits reaching into the seventies, percent-wise. It’s almost unsettling. Almost.

Mid-Cap Dreams & The S&P 500’s Grim Ascent

The clever amongst us, those who understand the fundamental absurdity of valuation, can gain exposure to these indexes through the Vanguard S&P Mid-Cap 400 ETF ([IVOO 0.81%]) and the Vanguard S&P Small-Cap 600 ETF ([VIOO 1.34%]). A perfectly respectable method for transferring wealth, provided you possess a healthy skepticism and a strong constitution.

Buffett’s Silence & the Market’s Folly

Thirteen consecutive quarters of net selling. Thirteen! One begins to suspect Mr. Buffett, even in retirement, is conducting a grand, silent experiment. Is he testing the limits of human folly? Observing how long it takes for the market, that perpetually optimistic beast, to wander directly into the abyss? It’s a depressing thought, but one cannot dismiss the possibility that the Old Wizard simply grew weary of explaining elementary truths to those determined to remain ignorant.

AI Agents Now Pay for Data, No Humans Needed!

Announced on February 26, 2026, the update introduces a programmatic payment flow using x402, an open-source payment standard developed by Coinbase. This protocol revives the dormant “402 Payment Required” HTTP status code, a relic from the early days of the web, now given new life in the age of autonomous agents. When an AI agent hits a paywall or exhausts its balance, it receives an automated request to top up using USDC on the Base network, which it can fulfill autonomously using its own agentic wallet-a mechanical monk, ever eager to fund its next pilgrimage.

Walmart: A Durable Emporium?

The question that plagues a thoughtful investor – and believe me, there ain’t many of those – is this: Does this Walmart contraption possess a lasting advantage? And, more to the point, is it improvin’? For a stable position keeps a man comfortable, but it’s improvement that builds a fortune, like compoundin’ interest on a good loan.

Machines and Men: Seeking Value Amidst the Noise

Stock Charts

A downturn isn’t a catastrophe, merely an opportunity for those with the patience to sift through the wreckage. Let us examine a few titans, not for their grandeur, but for the worth they offer – a shield against the storm, a modest return on honest investment.