Human Insight, Computer Power: What is Quantamental Investing?
The world is awash in data like never before. From a person’s morning Uber ride and a favorite coffee spot to the emails sent from their office—all these activities create…
Morgan Stanley (MS)
Morgan Stanley is an investment bank. JP Morgan Chase is a commercial bank with an investment bank as an appendage. There was a time when Morgan Stanley & JP Morgan…
Update: Ford (F)
Many investors like to buy stock and sell options against it to produce some income and to cushion small selloffs in the price of the stock. We think this strategy…
The Business Value of the Blockchain
Blockchain can be an elusive concept. Its abstract nature leaves many wondering if this emerging technology is the global catalyst evangelists claim it to be. But blockchain is more of…
Las Vegas Sands (LVS)
Las Vegas Sands was a topic of conversation on Friday's episode of Options Action. LVS is a gaming/gambling company with operations in both the US and Asia. This article is…
Banking the Unbanked is a $380B Opportunity
For those of us living in North America or Europe, we generally take the near-universal access we have to financial services for granted. Sure, there are many people that have…
Don’t Fall Asleep
The equity markets have been chopping higher in an environment where nobody cares about bad or bearish news. We think this is making people complacent and we see everywhere on…
More Government Spending Won’t Make the Economy Grow
A key factor that constrains people’s ability to generate goods and services is the scarcity of funding. Contrary to popular thinking, funding for consumption and production is not about money…
The $300 Billion Counterfeit Goods Problem, and How It Hurts Brands
When you are walking along the boardwalk on vacation, you know it’s a “buyer beware” type of situation when you buy directly from a street vendor. Those Cuban cigars are…
Tesla (TSLA) Pops, Now What?
We have been patiently watching TSLA stock and company performance for some time now, waiting for the next opportunity to suggest a trade idea that has a good chance of working out.…