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Is Alphabet in the Soup?

Challenges Facing Alphabet's Business in 2025 Alphabet Inc., the parent company of Google, remains a dominant force in technology, with a market capitalization of nearly $2 trillion and a business model anchored by its search engine, advertising, and growing cloud…
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Biotech: XBI

If there is one sector that has been left behind in the bull market in stocks, it is Biotech. It has been dead money since 2015. One can only wonder, can this important sector continue to lag forever? This article…
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Starbucks Earnings May Make Investors Jittery

Starbucks’ new CEO said the company is making progress on its turnaround plan. However, Brian Niccol, now almost 8 months into his new role, acknowledged, “I’d be remiss if I don’t first just mention the hard fact in front of…
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Microstrategy Update: MSTR

Microstrategy, a company that was originally known for making business intelligence software used os of that intelligence to redirect its business to become a Bitcoin treasury business. This article is for paid members - please login or subscribe for access.
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Bath & Body Works: BBWI

Today we will talk about one of my wife's favorite companies. Bath and Body Works. This is a company that was spun off the Victoria Secretes Franchise when management decided to take a more laser focus on its business lines.…
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Starbucks Earnings

“When a management with a reputation for brilliance tackles a business with a reputation for bad economics, it is the reputation of the business that remains intact.” -Warren Buffett This article is for paid members - please login or subscribe…
November 12, 2021
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Molson Coors Beverage Company: TAP

The beverage companies were one of the beneficiaries of the lockdown. People could not go to work, so they had a lot of free time on their hands. Since the…

November 12, 2021
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What Products are Made from a Barrel of Oil?

The powers that be want the population of the planet to quite using oil based products. They say it harms the environment. But giving up products made from oil will…

November 11, 2021
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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…

November 9, 2021
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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…

November 8, 2021
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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…

November 8, 2021
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The Week Ahead | 11/08/2021

The Consumer Price Index will be boosted by higher gasoline prices in October.

November 6, 2021
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The World’s Top Coffee Producing Countries

In many cities around the world, there’s a café on every corner, so it comes as no surprise that coffee is one of the globes’ top commodities. As the third…

November 6, 2021
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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…

November 3, 2021
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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,…

November 2, 2021
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Wednesday is Fed Day

On Wednesday the 3rd of November, the Fed will announce what they plan on doing next. The consensus view is that the Fed will tell the world that they will…

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