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…
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…