Bull Trap or Hesitation Before the Next Leg Higher
Investors are quite confused and rightfully so. The media whipped everyone into a frenzy because of a trade dust-up described as a war. Then the market ripped higher. This article…
Fed Powell’s Statement and Adjustment to FITB Position
Yesterday, the Federal Reserve held its usual 2-day meeting to discuss the economy, both global and domestic, employment, inflation, etc. as it decides what it might want to do with respect…
Add a Crypto
We are building out our idealized crypto portfolio. The strategy we are following is quite simple. The portfolio will have two elements. (1) A core portfolio will be made up…
Apocalypse Now for ServiceNow Inc. (NOW)?
ServiceNow (NOW) is a big fast-growing tech company that most individual investors do not know much about. They are in the cloud space which is hot and growing but very competitive.…
King Dollar or Court Jester (UUP)
The US Dollar has been in a bullish phase since April of 2014. This rally occurred after a 3 year consolidation period where the value of the US Dollar versus…
What’s the Deal with Beyond Meat (BYND)?
Beyond Meat (BYND) is a food company whose stock is trading like its a go-go tech company. The company is quite simple. It makes and sells plant-based burgers (Beyond Burger)…
Get Chemically Enhanced (again) with LyondellBasell (LYB)
Today we turn our attention once again to a company we have traded successfully in the past, LyndellBasell (LYB). Over the past few years, the company has met our valuation criteria,…
Rare Earths (REMX)
There are 17 Rare Earth Elements (REEs) and they go by some of the most unique names around. The 17 rare-earth elements are cerium (Ce), dysprosium (Dy), erbium (Er), europium (Eu), gadolinium (Gd), holmium (Ho), lanthanum (La),…
ATT (T)
ATT, the Telecom & Media giant, is a company that has investors a bit confused. The last time we talked about ATT was in early April 2019 when we thought…
Bristol-Myers Squibb Co. (BMY)
The equity markets seem to be overreacting to politics. The trade dustup is front and center and every news item sends prices flying or crashing. The tech companies that have…