Exxon Mobile: XOM
The oil and gas stocks have been taking it on the chin lately. The question is, "Will that negative trend continue?" This article is for paid members - please login…
Disney Earnings & More: DIS
Disney will be reporting 2023 Q1 earnings on Wednesday, May 10. This report, guidance about future earnings, and clarity around the company's strategy going forward will be especially critical. This…
Walmart: WMT
Everyone knows Walmart (WMT), the high-volume big-box retailer that sells everything from electronics and automotive products to clothing and groceries. Within all these categories, the company is known for providing…
Southern Copper: SCCO
Electrification is the name of the game these days. States like California are pressing people to give up gasoline for their cars and natural gas in their homes. This article…
Emerging Markets & Petrobras: EEM & PBR
Emerging market equities have had a difficult time since the great financial crisis. It seems quantitative easing helped the developed markets, particularly the U.S., and left the developing countries behind.…
Alphabet-An Earnings Trade: GOOGL
Alphabet, the artist formerly known as Google, will be reporting earnings on Tuesday. This article is for paid members - please login or subscribe for access.
Bonds: TLT
The story of the stock market for the past 17 months, at least the way we see it, has been interest rates. We expected money printing would cause inflation. That…
Gold: GLD
Gold has had a nice run since October 2022. Incidentally, this is about the time when stock stopped falling and began what looks like a sizable correction to the selloff…
Micron Technology: MU
The chip sector is a bifurcated one. There are unique specialty chips like GPUs and CPUs and commodity chips like memory and logic chips. This article is for paid members…
LyondellBasell: LYB
With the price of natural gas falling to a near-record low, the E&P companies focusing on natural gas production are struggling. At the same time, it is a blessing for…