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,…
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…
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…
The Week Ahead | 11/01/2021
Next week: The Federal Open Market Committee is widely expected to announce the gradual reduction (“tapering”) in asset purchases (most likely by $15 billion per month).
Close Tesla Trade (TSLA)
Tesla continues to do the impossible. The company's market cap just broke above the $1 trillion mark and then laughed as it leaped higher. When and at what level will…
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…
MarketAxess Holdings: MKTX Update
Back in late September, Mike discussed a trading opportunity in MarketAxess Holdings. This company is an "off the run" name to be sure, but Mike thought it made sense to…
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…
The Week Ahead | 10/25/2021
This week: Real GDP growth is expected to moderate significantly in the advance estimate of 3Q21,
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…