Earnings & Financials: Do or Die?
In the next two weeks, many of the big financial stocks will be reporting earnings. We think this creates a significant opportunity to clarify how much damage the lockdown has…
The Week Ahead | 10/12/2020
The market is taking the recent trends in polling to mean a very favorable set up for stocks. The velocity with which stocks are rallying ahead of the election i…
Crypto Update: 10-October-20
Most people have forgotten about cryptocurrencies since the price action has been decidedly bearish for most coins and tokens ever since the Jan 2018 peak that took the price up…
EWJ: The House of the Rising or Falling Sun?
The folks on Options Action turn their attention to Asia on Friday's episode. Specifically, they looked at the contrast between the stock markets of Taiwan & South Korea vs. Japan.…
CBOE: What are my Options?
Speculation is running hot these days, but that is not news to anyone who has been paying attention. It seems equities have been a one way market for quite some…
TLT: Bonds are the Key
Its been a while since we talked about bonds and interest rates. Anyone who reads our work knows that not only do we think bonds are overpriced, we believe that…
GILD: Gilead and Remdesivir
For those that have been following our work, you will know that we like Gilead. They are an expert in solving health problems associated with viruses. There are many things…
The Week Ahead | 10/05/2020
Happy Monday. Good Luck out there this week. Global Spotlight COVID-19 in the Oval Office. Following the shock Oct. 1 announcement of U.S. President Donald Trump’s COVID-19 diagnosis, next week…
200 Years of US Interest Rates
The lending markets are truly remarkable. Sometimes we have to scratch splash our face with cold water to make sure we are not dreaming. Interest rates have never been lower…
REGN: Regeneron… Did the Government Just Declare the Winner?
President Trump, along with the First Lady, were just diagnosed with the Coronavirus. At this stage of the game, the press says that they went to Walter Reed National Military…
AMD: Advanced Micro Devices, Is the Trend your Friend?
Advanced Micro Devices, Inc. is a company that spent most of its existence on a respirator. Intel was a far more profitable company, and they invested a substantial portion of…
MU: Micron Technologies, Get Small to Go Big
Micron Technologies (MU) is a company that most of us do not know, but everyone one of us comes in contact with every day. Micron makes memory chips that sit…