Actions to take this Options Expiration Week
Standard Monthly Options expire at the end of this week. Since we have 4 open positions to address, we thought we should discuss them now so you have time to decide…
Beware Conventional Wisdom & Running w/ the Bulls (or the Bears)
When you construct a building, jet airplane, automobile, etc. consensus is key to ensuring the item under development will perform as demanded and expected. It's a good thing when engineers agree…
Potential for Market Mayhem
Yesterday, the US Equity markets took a spill. It was the first selloff of any importance in a few weeks. Every selloff of since mid-August has been met with more…
Starbucks (SBUX): Proving the Exception to the Rule
If you listen to conventional wisdom, a big dominant online presence is the must-have, go-to strategy for delivering products and services to your customers. Starbucks (SBUX) is one of the great…
Can Gradual Interest-Rate Tightening Prevent a Bust?
We invest in the real world, not the theoretical one. But investment, monetary, economic, etc. theory is an important part of the investment process. We often think about macro trades, commodity,…
Tax Reform, Something Real or Much Ado About Nothing?
The House Ways and Means Committee came out with their tax reform plan, which has been hyped extensively since the election. Now that there is something real to look at,…
Fed Statement & Its Impact on Our View of Interest Rates & the US Dollar
The Federal Reserve had a meeting and issued a statement yesterday. We did not learn very much, but we did learn that the Fed has finally stated that the economy…
Monday, Tuesday & Wednesday are the Best Days to Own Stocks, Forget Thursday & Friday
The efficient market hypothesis posits that daily share price movements are random and that all stocks are priced with the expectation that the holder of an asset earning a profit…
The Week Ahead 10/30/2017
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Salesforce.Com (CRM) Sometimes We Don’t See Value Where Others Do
The investment markets are made up of millions of buyers and sellers. To our way of thinking, asset prices are set by the buyers. Afterall all, the price of an…