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…
Trading Bitcoin ETF Options: BITO
The Bitcoin Futures ETF with the ticker symbol BITO began trading on Tuesday. The product seems to be a big hit with investors. The ETF grew to $0.5 Billion in…
Semiconductors: SMH
We have been a bit nervous concerning stock prices as the major stock market averages were pulling back. Of particular concern was the semiconductors. The stock prices of many semiconductor…
Bitcoin ETF: BITO
After eight years of trying, it appears the SEC has finally approved a Bitcoin ETF. The industry has waited patiently for this day. The question is, "is it a good…
The Week Ahead | 10/18/2021
Can BTC help with Human Rights around the world? I ask because the BTC now has a US SEC sactioned ETF and that action of Greed is playing right into…
Freeport McMoRan
Inflation is running hot. This phenomenon should not surprise anyone who has studied free-market economics. The government has a truly bizarre set of mandates that are causing inflation. Step one,…