Interest Rates: TLT
Anyone who has read our posts, watched our videos, or observed our tweets knows that we think interest rates are the knob that the market uses to derive a valuation.…
First Solar: FSLR
First Solar is one of the leading providers of solar panels. Their solar panels are some of the most efficient at converting light to electricity. This article is for paid…
Take-Two Interactive: TTWO
As the US plays catchup with the rest of the world and falls into a recession, people will significantly reorient their spending. People will focus on the necessities and put…
Technical Tuesday
The price of stocks is in bear mode, and the selloff has been treacherous. The winners are the bears, and the bulls remain hopeful. But hope is not a strategy.…
Mastercard: MA
Fintech startups are chipping away at the traditional financial services industry's investment and payment processing segments. It is not so apparent from the outside as these new services went after…
Back to the Dog House, Datadog: DDOG
On May 18, we talked about Data Dog, one of many enterprise software companies trying to find their niche in serving corporate America. This article is for paid members -…
The Fed Is Finally Seeing the Magnitude of the Mess It Created
When asked about price inflation in his Sunday interview with 60 Minutes, President Biden claimed that inflation “was up just an inch…hardly at all.” Biden continued the dishonest tactic of…
Open Interest: Risk-Rout & Rates
The federal reserve is charged with managing the economy by manipulating interest rates and the money supply. This task is monumentally tricky as the Fed must use data concerning what…
Vive La Difference! VEEV
Enterprise software companies have multiplied like rabbits since 2010. The business model is pretty simple. Write software, primarily database applications, and lease the application to help people run their companies.…
Submerging Markets: EEM
Emerging market economies suffer from a problem that few of us understand. That risk is currency risk. This article is for paid members - please login or subscribe for access.