ATT (T) + Discovery (DISCA, DISCB, DISCK) = ????
ATT is a very cheap stock. The company has great potential, but management cannot seem to find a way to compete effectively. We think this is rather odd as ATT…
The Week Ahead | 05/17/2021
Are equity prices to high?
The US Government Is On Track to Top Last Year’s Record-Breaking Deficits
Something is going to break, and when it does, the aftermath will be breadth taking. If you think the government can spend money on stupid things, encourage people not to…
Services Now (NOW) or Never
The super high flier stocks are starting to falter. Is this a pause that refreshes, or has these companies run their course? Services Now is a company that benefitted from…
The World has Changed
We have been talking about bond prices and price inflation for quite a while. We have argued that the printing of massive amounts of money, shutting down production, and passing…
SolarEdge (SEDG): Falling off a Cliff?
The solar power industry is all the rage in this ESG (Ecology, Social, Governance) world we live in these days. The government is pushing so-called renewable energy fast and furious.…
Close a Few Trades, Take Some Profits
It is time to close a few trade suggestions as little juice is left to be squeezed out of the ideas. This article is for registered members - please login…
Microstrategy Update (MSTR)
The two most underperforming large-cap assets in the crypto space are GBTC, the Grayscale Bitcoin Trust, and Microstrategy, the business intelligence company, which s heavily invested in Bitcoin. This article…
The Week Ahead | 05/10/2021
The U.S. labor market added 266,000 jobs in April, a moderate improvement in employment but a sharp miss from consensus expectations. April was the one-year anniversary of the trough of…
ARKK: Is the Ark about to Sink?
There is a time and place for every investment strategy and investment style. There are times when bonds outperform stocks and vise versa. There are times when foreign stocks outperform…