BHP Group Limited: BHP
BHP is the Worlds largest mining company. If you can pull it out of the ground, they probably do. This article is for paid members - please login or subscribe…
Did Steel Turn to Rubber?: CLF
The most hated sector in the stock market these days is the steel producers. We have watched them in wonder as the share prices fell and fell and fell, wondering…
Automatic Data Processing: ADP
Automatic Data Process is one of those companies that help other companies run efficiently. This article is for paid members - please login or subscribe for access.
The Euro: So Bad It’s Good or More to Come?
The US Dollar is trading at an extreme. The question is, "will it get more extreme, or has it run out of gas?" We started to table with the idea…
R U an Optimist or Pessimist? DFS
The economy is in a strange place. Inflation is running over 9%, but walls street thinks the neutral interest rate is 3%. With that thought in mind, institutional investors are…
Precious Metals: SLV
One of the greatest conundrums faced by fundamental investors is precious metals. Here we are, price inflation is running wild, yet precious metals are falling like a brick. - Pun…
More Thoughts on What to do with the Semis: SMH, AMD & INTC
One of the big winners during the C19 lockdown was the tech stocks in general and the semiconductor stocks in particular. People rushed out to buy computers, cameras, lights, etc.,…
Ford: F
The auto companies are caught in two strong cross currents. The economy is under stress, so sales could slow. However, the lockdown took significant production out of the mix and…
Twillio, Is there any Hope? TWLO
Twillio is a company that finds itself in the cross hairs of decentralized business models. Will they find a way out, or are they headed to the dustbin of disruption…
Cleveland Cliff: CLF
Cleveland Cliffs is an interesting situation. Wall Street analysts universally hate the company. The reason why is one of those two-handed situations. This article is for paid members - please…