Bonds: TLT
The story of the stock market for the past 17 months, at least the way we see it, has been interest rates. We expected money printing would cause inflation. That…
Gold: GLD
Gold has had a nice run since October 2022. Incidentally, this is about the time when stock stopped falling and began what looks like a sizable correction to the selloff…
Options Expiration
This Friday, standard monthly options will expire. We have five trade suggestions to close out. Five of the trades that will expire were losers, and four were winners. This article…
Micron Technology: MU
The chip sector is a bifurcated one. There are unique specialty chips like GPUs and CPUs and commodity chips like memory and logic chips. This article is for paid members…
LyondellBasell: LYB
With the price of natural gas falling to a near-record low, the E&P companies focusing on natural gas production are struggling. At the same time, it is a blessing for…
Apple: AAPL
What is next for Apple? That is the question of the day on investors' minds, but we will take a stab at it. This article is for paid members -…
CPI Report: Investors Get the News they Want
The government reported the inflation numbers for March, and investors got the numbers they wanted to hear.
Rio Tinto: RIO
The consensus view is that inflation is whipped. All that is needed is time to pass, and people will figure out that inflation is headed back to the 2% target…
Mosaic: MOS
Food inflation is top of mind these days. One cannot help but see the effects as trips to the grocery store are becoming more painful every day. This article is…