Author Archives: Michael Murphy

New World Investor – 2.27.25

28
Feb 25
Dear New World Investor: “Space – the final frontier. These are the voyages of the starship Enterprise – its five-year mission to explore strange new worlds, to seek out new life and new civilizations, to boldly go where no man has gone before.” And so William Shatner, speaking as...

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New World Investor – 2.20.25

21
Feb 25
Dear New World Investor: The recent catch-up rallies in German stocks, financial sector stocks, China technology, and even the ARK Innovation Exchange-Traded Fund (ARKK) mean we are in a “broadening bull.” This is when we suddenly and very quickly have an aggressive broadening of the rally. It could be...

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New World Investor – 2.13.25

14
Feb 25
Dear New World Investor: The headline Consumer Price Index (CPI) increased 3.0% year-over-year in January, a tick above December’s 2.9%. The index for eggs increased 15.2% from December, the largest increase since June 2015. It accounted for about 2/3 of the total monthly food at home increase. Year-over-year egg...

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New World Investor – 2.6.25

06
Feb 25
Dear New World Investor: It’s wild how quickly people forget Trump’s negotiation tactics. Step 1: Say something completely ridiculous that overshoots his desired outcome. Step 2: Retreat from that stance to something more “reasonable” that was the intended goal all along. Step 3: Get what you really wanted. Step...

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New World Investor – 1.30.25

30
Jan 25
Dear New World Investor: As I expected, the Fed voted unanimously to hold interest rates steady yesterday, its first pause following three consecutive cuts at the end of 2024. They removed language noting that inflation had made progress toward their 2% goal, retaining only that “inflation remains somewhat elevated.”...

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Flash Alert – Buy NVDA

27
Jan 25
Dear New World Investor: AI stocks are getting pounded today due to the Chinese company Deepseek releasing an open-source AI model that’s much less expensive than OpenAI, Llama 2, or any of the other major competitors. What the market is missing is that this is all massively bullish for...

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New World Investor – 1.23.25

23
Jan 25
Dear New World Investor: Earnings season is upon us. The market is transitioning from rising earnings with easier financial conditions to rising earnings with tighter financial conditions. That’s not bad per sé, but it’s not as good as what we had in 2024 when two-thirds of the gains came...

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New World Investor – 1.16.25

16
Jan 25
Dear New World Investor: It’s Time To Invest In Human-Like Robots Artificial Intelligence will have many impacts on our economy and society. Large Language Models already are answering customer questions, helping coders debug programs, and designing biotech drugs. AI also will affect the physical world, from full self-driving cars...

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New World Investor – 1.9.25

09
Jan 25
Dear New World Investor: Buy The Next Big AI Stock My position on Artificial Intelligence (AI) is that what we have and are likely to have for the foreseeable future actually is Imitative Intelligence, if only because no one understands how human intelligence really works. Using lots of very...

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New World Investor – 1.2.25

02
Jan 25
Dear New World Investor: The average New World Investor recommendation finished 2024 up 20.2%, or 16.7% including the two S&P put recommendations that expired worthless. The biotech and small cap stocks made it underperform the S&P 500 and Nasdaq Composite. Click for larger graphic Business Insider, 12/28/23: “Legendary...

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