Pressing an Inflation Trade (or Not): DBA
An underlying theme we have discussed on these pages and perhaps more aggressively on Twitter @MGuthner, it that inflation is becoming a big problem. Furthermore, we do not believe it…
Crown Castle (CCI)
Back on August 14, we took a swing at the stock of Crown Castle International (CCI). At the time, we thought it was overpriced and that analysts were a bit…
Trading Bitcoin ETF Options: BITO
The Bitcoin Futures ETF with the ticker symbol BITO began trading on Tuesday. The product seems to be a big hit with investors. The ETF grew to $0.5 Billion in…
Semiconductors: SMH
We have been a bit nervous concerning stock prices as the major stock market averages were pulling back. Of particular concern was the semiconductors. The stock prices of many semiconductor…
Freeport McMoRan
Inflation is running hot. This phenomenon should not surprise anyone who has studied free-market economics. The government has a truly bizarre set of mandates that are causing inflation. Step one,…
Constellation Brands: STZ
If you are a consumer of "adult beverages," then chances are you buy a product produced or distributed by Constellation Brands. This article is for paid members - please login…
DraftKings Inc.: DKNG
DraftKings represents an interesting company. For the past couple of years, it has been in a macroeconomic sweet spot. The gambling sites of Las Vegas, Macau, Atlantic City, and all…
Amazon: AMZN
Amazon is the growth company of the new millennia. It just seems to grow and grow and grow. If it is for sale, Amazon will sell it to you. This…
Emerging or Submerging Markets (EMB)
Most of us focus on the US markets and only dabble in foreign equity and debt markets. But there are times when foreign markets present opportunities and others when they…
Tesla (2nd Update): TSLA
Tesla is a stock that is always in the news. It is also a favorite stock of Cathy Wood, who is one of the industry's premier growth stock investors. This…