Boeing: (BA)
Investors have many questions on their minds these days: Top of that mind is, "Will Boring ever reach its past days of glory?" We think the answer is yes, but…
CBOE: What’s the Trade?
The investment environment is undergoing changes that are not readily apparent to the investment community, both institutional and retail. While reading about inflation and hyperinflation in 3rd world countries is…
Chewy, Inc.: Earnings Call
Chewy (CHWY) is set to announce earnings after the close on Friday. Monday's price action suggests a frontrunner knows or is hoping for an earnings beat and positive guidance. This…
Biogen: BIIB
In bear markets, most stock prices fall because valuation and risk premiums are correlated to economic activity and interest rates. As a result, we have been focusing on overpriced stocks…
Royal Caribbean Cruises Ltd. (RCL)
If the government decimated one industry with its mandated lockdown, it was the cruise industry. These companies had to shut down entirely and were out of commission for several years.…
Tyson Foods: TSN
The economic lockdown caused problems for all manufacturers and those companies that make our food. Tyson Foods, Inc. is primarily a protein company producing beef, pork, and chicken, for people…
China Goes Wild! KWEB & BIDU
In particular, the share price of Chines internet & tech stock gave bullish investors quite a scare. In search of equity, the CCP decided to charge these companies a "special"…
Inflation Nation: BHP Group Limited
Inflation is running wild, and it is hard to figure out if anyone other than Joe six-pack cares. The Department of Labor reported today that the Producer Price Index (PPI)…
Mastercard: (MA)
The payments business is a competitive and profitable one. Visa, American Express, Mastercard, and Discover are tough competitors both domestically and globally, but the market is enormous, so there is…
Crude Oil: USO
One of my students asked me if now was the time to buy oil. Is the price of oil going higher? Should I buy some for my investment portfolio? My…