DISCA: Discovery Communications
The media space is, at least from our perspective, an underappreciated sector in the stock market. But so are many other no-growth sectors of the economy/stock market. In a world…
5 Big Picture Trends Being Accelerated by the Pandemic
It’s been said that COVID-19 has hit fast forward on several trends, from e-commerce to workplace culture. Today, we’ll highlight five of these accelerating trends.
MIK: Michaels Companies
Michaels Companies is an off-the-run retailer that is doing much better than the average investor might expect. In one sense, it is not a purveyor of critical products. But to…
XOM: Exxon Mobile
We have been decidedly neutral to somewhat bearish on the price of oil for the past year. The SARS-Cov-2 lockdown meant people did not leave their homes to go to…
The Week Ahead | 12/07/2020
Happy Monday. Good Luck out there this week. Global Spotlight Another election in Israel? Israel’s unity government is wobbling as its primary leaders, Defense Minister Benny Gantz of Blue and White…
Crypto Update
Crypto had another excellent month. Last month, bitcoin was trading at $15,600, and now it is trading at $19,040 for a gain of 22%. Some people are surprised, some skeptical,…
FXI: What’s Next for China?
China is a country that people in the west are starting to love to hate. Accusations of unfair trade practices and the unleashing of SARS-Cov-2 on the human race have…
MRNA: Moderna
Moderna is one of the many companies working on a vaccine for the SARS-Covid-2, aka Covid-19. We have talked about this company in the past, and while we held the…
BRK.B Birkshire Hathaway
Berkshire Hathaway is a company most investors know. The company is run by Warren Buffet and his sidekick Charlie Munger's as their public but personal investment vehicle that is part…
DG: Dollar General Earnings
Dollar General will be reporting earnings on Thursday. We think there might be a disconnect between analyst expectations and what we believe they might say. This article is for paid…
The Price of Gold Relative to the Price of Oil has never been Higher
A 160 Year View of the Gold-Oil Ratio 2020 has ushered in a new era of prices for two historically significant assets—gold and oil. The market has driven the pair in…
The End is Near… Or Not
We have been thinking here @ theOptionsEdge.Com, but we are having trouble bringing closure to the thoughts running through our minds. We generally hate being two-handed economists, but this is…