Tesla The Next Move or Not
Tesla just reported 4th Quarter and Full year earning for 2018 a few days ago. There was a great deal of back and forth from the financial press as commentators tried…
Silver Update: (SLV)
We have written a number of articles on the precious metals the last 3 or 4 months, not because we are gold bugs or members of the "dollar is going…
I Do for Baidu
Baidu, Inc. (BIDU) is a Chinese language internet search company, which engages in the provision of internet search and online marketing solutions. We like to think of BIDU as a…
Federal Realty Trust (FRT) Update
Last week, we made a trade suggestion that investors should consider fading the rally in Federal Realty Trust (FRT). It seems we were a bit early on the idea, so we…
Sync into High Gear
Synchrony Financial (SYF) is a consumer financial services company. They offer private label credit cards, dual cards, and small and medium-sized business credit products. In addition, they offer promotional financing…
Time to Take Your SOX off?
The semiconductor companies are some of the most important companies in the world economy today. When microprocessors first came out, their use was limited to computers, phones, and TVs. Control systems generally…
Federal Realty Investment Trust (FRT):
Federal Realty Investment Trust (FRT) is a real estate investment trust (REIT) that owns, operates, and redevelops commercial retail real estate. Its primary focus and expertise lay in community and…
Netflix Update
On Friday's show, Dan proposed a bearish earnings trade in Netflix (NFLX). One of the big reasons Dan wanted to fade the stock was that NFLX was up bigtime since…
Breaking Bonds
The biggest beneficiary of the equity and high yield bond market selloff was the long end of the US Treasury Bond market. Price of long-term Treasuries rose as people sold…
Are the Financials the Canary in the Coal Mine?
The "risk" markets, both equity and high yield debt have had quite a recover since the Christmas. We are now seeing many analysts and market commentators turn from bearish to bullish.…
Netflix… Will the Show Go On?
Netflix, Inc., (NFLX) is engaged in the delivery of television (TV) shows and movies over the Internet. The company is organized into three segments: Domestic Streaming, International Streaming, & Domestic…
The Dollar’s Next Move
The US Dollar has been in a bullish trend for much of the past year. We think this is due to a few of macro factors that made the US…