Bank of America: BAC
The deposit outflows were devastating to the regional banks. They did not have lending opportunities that enabled them to make floating-rate loans that would capture higher yields when rates rose.…
Tesla: TSLA
Tesla is a company that needs no introduction. It is the largest electric vehicle manufacturer in the world and is likely to remain in the pole positions for years to…
Retail: XRT
Something unusual is happening in the retail space. Out of seemingly nowhere, a few retailers have taken it on the chin. We, of course, are talking about FootLocker and Advanced…
Intuit Inc.: INTU
Tax day came and went like it always does every year. Some people hire a professional to do the hard work, and some prepare their end-of-year tax documents themselves. For…
Pioneer Natural Resources: PXD
The one commodity that has been smashed hard in the last year is natural gas. This article is for paid members - please login or subscribe for access.
Qualcomm: QCOM
Technology stocks have been a return performance leader since October 2023 low. Given this phenomenon, finding a bullish idea in this space that was cheap or even reasonable from a…
PayPal: PYPL
The financial services industry delivers two primary services. 1) Financial Intermediation, which is the process of connecting savers with people and companies who need money to buy a house or…
American Express: AXP
The financial services industry is in turmoil. Everything from regional banks to the new Fintech companies that dropped pricks and morter for clicks and orders is having a hard time…
Berkshire Hathaway: BRK/B
The Berkshire Hathaway company is the financial media's darling. Everyone loves the company and its founder Warren Buffett and his sidekick Charlie Munger. This article is for paid members -…
United We Stand: UAL
The C19 lockdown decimated several industries. The airlines were one of those. To survive, companies like United Airlines stood on debt to pay the bills until the lockdown passed. This…