Close Boeing (BA) Trade
The problems over at Boeing (BA) are well documented. Everyone knows about the 2 crashes of the company’s 373 Max aircraft. These are tragedies to be sure and we believe…
The Student Debt Conundrum
Using data from the Federal Reserve, Student Loan Hero — an organization that provides “resources, tools and information” to help “student loan borrowers understand their student loans and make intelligent…
Pepsi | Bubbling Higher?
Pepsico Inc. is a company all of us know and most people love. But companies like Pepsico, Coke, Mondelex, etc. have seen challenges in their businesses as people are choosing so-called “healthier…
Misesian Insight: Cantillon Effects and Financialization
A final important analysis to be made with regard to wealth redistribution, alongside those presented in previous articles, is also related to the case of firms, domestic and international, and…
The Week Ahead | 04/22/2019
There is a light calendar this week, so naturally the market will be looking at earnings. There is trade that some do regarding the pre earnings hype. Stocks tend to…
How Human Action and Human Values Determine Prices
Why do individuals pay much higher prices for some goods versus other goods? The common reply to this is the law of supply and demand. What is behind this law?…
The Week Ahead | 4/15/2019
Last Friday Mike and Carter talked about the Real Estate Reit ETF IYR. Since last year, the ETF has beenan out performer and they think that it is a…
The Week Ahead | 4/8/2019
Did you catch CNBC Options Action Last Friday? Mike Khouw and Carter Worth identified the IWM – Russell 2000 as the catch up trade. The SP 500 is hitting…
The Week Ahead | 4/1/2019
Happy Monday. Good Luck out there this week. Global Spotlight Third Time’s (Not) the Charm. The British House of Commons rejected Prime Minister Theresa May’s Brexit deal a third time on…
The Week Ahead | 03/25/2019
Happy Monday. Good Luck out there this week. Global Spotlight Brexit D-Day Slides. British Prime Minister Theresa May will try for the third time to get her withdrawal agreement approved…