Is Oil Out of Gas?
Oil and gas production from shale has been one of the biggest advances in energy over the past 10 years or so. Back then, the idea of peak oil was…
Going to Pot
Thanks once again to everyone who attended our presentation at the Traders Expo in NY yesterday. We were very proud to see a record crowd and impressed by the level…
Is there a trade in Precious Metal?
On 16-January-2018 we published an update on the precious metals, gold, silver, platinum, and palladium. At that time, the price behavior of these commodities was quite muted. Just as there…
Bond Market Update
The bond market has been taking it on the chin these days and for good reason. (1) The economy is growing faster which tends to increase real (nominal yields less…
Check out this Hedge against the next Bear move
We find ourselves talking about the performance of the popular equity indexes far more than we typically do. We do this because in fast markets like we are in now,…
Is Crown Castle Still King (CCI)
The REIT (Real Estate Investment Trusts) and MLP (Master Limited Partnerships) have enjoyed a multi-year rally starting in 2009 when interest rates started their historic collapse. REITs and MLPs are…
Trade You an Apple…
Our web provider has now properly installed our SSL Certificate, so you should not get any more warnings from your browser concerning the legitimacy and security of our site. Thank you for…
Tesla (TSLA) Earnings
Tesla is expected to report earnings after the close today. Those that have been following our work know that we are a big fan of the company's products, but not…
Apple Pie or Rotten Apples?
Apple will be reporting its financial performance tomorrow and investors are sitting on the edge of their seat. This will be the first quarter where the company will report the…
Value & Regional Banks | Fifth Third Bank
As the equity markets scream higher, many investors are getting nervous as some very expensive names trading at triple-digit PE Multiples are doing the heavy lifting in taking the broad…