Inflation and Bonds: TLT
The Bureau of Labor Statistics published its estimate of price inflation for August. The CPI was up 0.2% for the month and 2.5% for the year. This article is for…
Tyson Foods: TSN
Tyson Foods has had its share of troubles over the past few years, but there are signs that the worst is behind the company. This article is for paid members…
Simon Property Group: SPG
The effects of inflation are hurting the bottom half of the US population, as measured by income. Another 25% say they are just covering their monthly expenses. For this reason,…
Semiconductor Stocks: SMH
Semiconductor stocks have been big winners since the great financial crisis. As good as the period from 2009 to 2020 was, the rally from the 2020 low to the recent…
Retail: XRT
Yesterday's discussion focused on the triple Qs and the bearish potential they are signaling in tech stocks. This article is for paid members - please login or subscribe for access.
Testa: TSLA
Tesla's share price has been in a holding pattern for some time. People are unsure what to make of the company's prospects as the excitement around E.V.s has waned over…
Dell Technologies: DELL
Dell Technologies will be reporting earnings after the close on Thursday, 2029. Dell is in an exciting position as they represent a potential beneficiary of Super Microcomputers' alleged self-inflicted wounds.…
Super Microcomputer: SMCI
Super Microcomputer is among the big winners in the AI wars, at least regarding the stock market. They specialize in building and installing servers that go into the data centers.…
Crowdstrike: CRWD
The Crowdstrike fiasco hit so fast that we did not have time to trade the meltdown. Our tactic, therefore, was to wait for the initial selling to end and the…
Avis Budget Group: CAR
The Avis Budget Group was one of the few old economy companies that benefitted from the lockdown. The share price fell a smidge upon the lockdown, but it was not…