TLT: Bond Update
In our view, bonds & the US Dollar are the keys to the equity market's future performance. Both subjects are worth talking about, but today, we will focus on bonds.…
SPY: The Bubble Pops
We have talked about the Fed's misguided monetary policy and how they have inflated asset prices in a vain attempt to stall the recession caused by the government's shutdown of…
RGR: What is Next for Sturm Ruger & Co.
The riots that have spread across major cities around the country have people concerned about their safety. One of the average person's responses to the violence is the purchase of…
BIIB: Biogen
Biogen is a ridiculously successful company. They have developed therapies to treat or cure several debilitating diseases. The odd phenomenon about the current investment environment is that investors would rather…
AXP: What’s Next for American Express
The financial stocks have been a big lagger since the March COVID bottom. This underperformance might make sense for the financials as a group, as many people are having trouble…
INTC: Intel
Tech stocks continue to march higher. The NASDAQ was up another 1.7% yesterday. The index is comprised of growth and tech stocks confound value investors as it rises in uncharted…
Boeing (BA): Ready to Fly or Grounded for the Duration
We all know that Boeing has been hit with a double whammy. First, they have an aircraft with an unstable guidance system. Just when it looks like they are about…
BIG: Big Lots Earnings
Big Lots will be reporting earnings later this week, and we think now is an excellent time to revisit a stock we discuss from time to time. This article is…
Crypto Update
Bullish investors in the cryptocurrencies have had their patients tested for the last couple of years. This article is for paid members - please login or subscribe for access.
TLT: Long-Term Government Bonds
Today, we take another look at what we think is the most overpriced asset class, at least in US dollar terms. That asset is long-term government bonds. This article is…