Close a few more trades.
As we approach year-end, we notice that stock prices are having trouble. US Treasury yields are rising (bond prices are falling), and we think this has something to do with…
GSK PLC: GSK
GSK is a global player in the category of ethical drugs. This article is for paid members - please login or subscribe for access.
Market Craters… What’s Next
Risk assets took a serious spill today. The question on everyone's mind is. "is there more to come, or is that it?" This article is for registered members - please…
KBH Homes: KBH
The equity markets are as richly priced as they have ever been. We showed a chart in yesterday's post that equities are trading at a historically all-time high price-to-sales ratio.…
Options Expiration
Standard monthly options expire at the end of the week. We have 16 trades to close. This article is for paid members - please login or subscribe for access.
Qualcomm: QCOM
AI is all the rage, and we look for ways to play it without buying into early-stage and development companies that are losing money. We do this because it is…
Applied Materials: AMAT
The US and, indeed, the global semiconductor industry is undergoing a massive build-out of new productive capacity. One of the key players in producing the machinery that makes semiconductors is…