Can UAL Takeoff?
The airline industry is not what it once was. It has matured and transformed from a highly competitive and fragmented industry to one that is still competitive but more disciplined…
Interest Rate & Bond Update: iShares 20+ Years T-BondETF (TLT)
One could argue that the bond market is the most distorted market on plant terra today. Central banks around the world have been buying government and/or mortgage and/or corporate bonds…
Tesla (TSLA): Deja Vu All Over Again
Back on 10-August-2017, we wrote a post on Tesla (TSLA) the leader and wall street favorite electric car manufacturer. Those that are familiar with our process know that we typically combine…
Bubble in Taxi Medallions Bursts: How Bad Will it Get? Is There a Trade?
In order to drive a taxi in a big city like New York, Boston or Chicago, the driver must buy a medallion from either the City who issues them or…
Quantitative Tightening and the Price of Risk Assets: Is there a Trade in Gold?
The Fed has given itself marching orders. Let $10 billion of securities roll-off the books in October. "Rinse and Repeat" in November and December. Come January 2018, increase the roll off…
Update: Bed, Bath & Beyond (BBBY)
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Covered Call Report
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Take a Bite Out of Apple (AAPL)
Apple Inc. (AAPL) held its new product event yesterday at the Steve Jobs Theater. This is the first time the company has used this venue which was built as a…
Can the Insurance Industry Survive the Mother Nature’s 1 – 2 Punch?
Hurricane Harvey hit Houston hard. There is no doubt about it. The news was all over the story. It is unfortunate that the media like a good disaster story but…
Covered Call Report
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