Comcast: CMCSA
Media and Entertainment companies have been one of the weaker industries for some time now. One can only wonder when the stocks of companies in this sector finally find a…
Valero Energy Corp: VLO
There are several ways to play the energy markets. One can buy the Exploration and Production Companies. They can buy the pipeline companies that take energy from Point A to…
Crude Oil: USO
The oil market is one of the few assets we think have a chance to move higher in the months ahead. But that does not mean we are bullish on…
Campbell Soup Company: CPB
The bear market is growling in full force. When the bear market started, it was not challenging to find bearish ideas. There were loads of stocks that were trading at…
Semiconductors: MU
We have discussed the semiconductor stocks a few times this year and have suggested some bearish trades that worked out successfully. We have been and still are very concerned with…
Crash Risk Has Never Been Higher: SPY
The stock market tried to rally and failed. September was a disaster for the stock prices, and people with hope in their hearts "bought the dip" as they hoped the…
Virtu Financial: VIRT
Stocks are in a bear market, bonds are in a bear market, and real estate is rolling over into a bear market. This environment makes trading on the long side…
Tesla: TSLA
Tesla is a stock we have had a difficult time getting right. If you think of it as a car company, it is an overpriced stock. From this perspective, Teslas…
Live Nation Entertainment: LVY
During the C19 lockdown, the government would not let live events occur. Everything had to take place behind a computer screen. It was not much of a human experience, but…
Interest Rates: TLT
Anyone who has read our posts, watched our videos, or observed our tweets knows that we think interest rates are the knob that the market uses to derive a valuation.…