Discovery Inc (DISCA)
Discovery Inc is one of our favorite media companies, and we have suggested bullish positions in the stock from time to time. But then the family office and sometimes levered…
PetroChina (PTR)
After a lengthy bear market, the energy industry seems to have a bit of wind at its back finally. This article is for paid members - please login or subscribe…
Ford (F): Is the Company Waking Up from the Dead?
Ford Motor Company is an icon of American business and manufacturing. But like all mature businesses, Ford has made and is continuing to adjust to the new world. The most…
The Week Ahead | 05/24/2021
The U.S. TIPS/Treasury breakeven rate, which is the difference between the nominal yield on the Treasury and the promised real yield on Treasury Inflation-Protected Securities (TIPS) of the same maturity,…
NVIDIA Corporation (NVDA) Earnings Trade
NVIDIA will be reporting earnings on May 26. Those who follow our work know that we are very impressed with the NVIDIA GPUs, which hardware producers use to power artificial…
Cryptos Puke
Cryptos crash, and the over-leveraged enthusiasts puke. What else is there to say? This article is for paid members - please login or subscribe for access.
Options Expiration (21-May-2021)
Standard monthly options will expire this Friday. We have nine open trade suggestions, with at least one leg of the trade structure coming due at the end of the week.…
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…