The Week Ahead | 12/14/2020
Over the past week the Covid 19 Vaccine seems to be coming to the market so to speak. This news ha led to a rotation in the markets. The Mega…
The World’s Largest IPOs Adjusted For Inflation
We are back in IPO craze mode once again. Is this sign markets are getting close to a top in equity prices? History suggests yes, but the precise top is…
BLK: Blackrock
An interesting conversation on OptionsAction occurred on Friday, December 11. Carter Braxton Worth has tipped his hand. We think he might be turning from bull to bear. How so? We…
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…