Close a few trades & Sell Cathy’s ARKK
In the October to November time frame, we turned bullish as we looked for a Santa Claus rally going into the Christmas season. We thought stocks would peak sometime between…
Charter Communications: CHTR
There is a lot of talk about "cord-cutting" in the media world. Much of this is justified. Young people do not sign up for the full cable services bundle of…
SPDR S&P Biotech ETF: XBI
The Biotech industry has produced therapies that have cured humans of serious diseases. One of our favorite companies in this space is Bipgen (BIIB). They provided us with a cure…
Boeing: BA
Boeing is one of the two big commercial aircraft manufacturers on the planet. The other is EADS, the maker of Airbus aircraft. This article is for paid members - please…
Uber Technologies: UBER
Uber is a venture capital darling that went public in 2019. While the company is best known as an app-driven taxi service provided by independent contractors, it has always wanted…
Time to go grocery shopping: KR
The retail grocery sector sees little real growth. What real change does occur is associated with the increase in population and real income. Let's face it: real incomes for the…
PetroBras: PBR
The emerging market equities have lagged the US equity market by a wide margin. That is not new news, as US Equities have outperformed every equity market since the great…
Autonation: AN
With the Federal Reserve going soft on inflation, traders let go of a sigh of relief and bought stocks and bonds with both hands. This article is for paid members…
Conagra Brands: CAG
Conagra is a company we interact with all the time and do not know it. This article is for paid members - please login or subscribe for access.
United Airlines: UAL
If there is an industry that investors hate, it is transportation. We sort of understand why investors have a negative view of airline stocks, we just do not think they…