Peleton is/was the ultimate lockdown stock. Peleton brought their stationary entertainment bike to market at just the right time. People were reluctant to leave their homes, had spare time because…
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Carter thinks the gold market looks pretty tempting at the moment. From a traditional fundamental perspective, we would agree. The Fed is printing money like there is no tomorrow, and…
It looks like the Department of Transportation is finally going to hold Tesla to account. The company has been promoting the car's self-driving capability. While it is good, it is…
The recent bull market is characterized by the rally in the share prices of companies that lose money, lots of money, but promise hyper-growth. There has been nobody more confident…
Ever wonder who owns those cell phone towers you see everywhere? On such company is Crown Castle. This article is for paid members - please login or subscribe for access.
Some industries are liked. Some industries are disliked. The oil and gas industry falls in the latter category for reasons we hear about every day. This article is for paid…
Price inflation is on the rise, and anyone who understands monetary theory knows why. Monetary inflations. This article is for paid members - please login or subscribe for access.
People are starting to travel again. We are not surprised by this. We are generally more surprised by how long it took for people to step out. This article is…
It is no secret to our readers that we think the most overpriced asset on the planet is European government bonds denominated in Euros. This article is for paid members…