US Dollar: UUP
It has been quite some time since we discussed the US Dollar. This delay is not an oversight. We did not have a clear idea of where the Dollar was…
Home Depot: HD
The markets continue to frustrate both the bulls and the bears. While inflation continues to chug along at 8.5%, interest rates have nowhere to go but up, reducing the intrinsic…
Brazil: (EWZ)
Brazil is the largest national economy in Latin America, the world's ninth-largest economy, and the eighth largest in purchasing power parity (PPP). The country has a diversified economy with abundant…
We All Need Income: KMI
Kinder Morgan, Inc. operates as an energy infrastructure company in North America. The essence of their business is one of service. They take hydrocarbons from location "A" and deliver them…
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…