One Toke Over the Line… MJ
The cannabis stocks have been in a bear market for the past year. While the selloff was warranted because these stocks got way too expensive after the recent election where…
Getting Hot with BTU
The most politically incorrect commodity these days is coal. While it is critical to economic progress, it releases the most CO2 per MMBTU of energy. As a result, people have…
Crypto Comes Alive: BTC & BITO
The price of Bitcoin has been struggling in the low $60k area for some time now. We have interpreted this as a sign of weakness in the near-term scheme of…
Starbucks: SBUX
Starbucks has been in the news lately, and it has caused investors some angst. A big issue confronting the company is the possibility of union representation for some of its…
VanEck Junior Gold Miners: GDXJ
Inflation is running wild, but gold and silver have been suspiciously subdued. These setups tend to be the kinds of situations we like to bet against. However, in this case,…
Micron Technologies: MU
The fundamentals for chip stocks could not be better. There are shortages of every type of chip, microprocessor, GPU, memory, logic, etc. But the biggest producer of memory chips, the…
Federal Express (FDX): Back in the Dog House
Here we are in a world where the product transportation systems are under extreme stress. There is no slack in the system, and delays are everywhere. We see a rise…
Footlocker: FL
Foot Locker is a company that value investors follow pretty closely. The stock trades cheap, so investors looking for a hot mover tend to look elsewhere. We, however, have decided…
Baidi: (BIDU)
The Chinese Communist Party has spent the last year smacking around the large and prosperous companies that have flourished over the past 15 years or so. Their stated goal, or…
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…