GDXJ: The Junior Gold Miner ETF
In traditional monetary theory, one should see price inflation if the supply of money and credit rises more rapidly than the production of goods and services. This situation is probably…
GILD: Gilead Update
Back on June 7, we suggested investors take a look at Gilead. Gilead is a huge biopharma that is in the race for treatments for Covid-19. This article is for…
TLT: Bond Market Update
On 23-June-2020, we presented our opinion concerning the price of long term bonds as represented by TLT, the 20+ year T-Bond ETF. In that discussion, we suggested that bond prices…
The Week Ahead | 06/29/2020
Happy Monday. Good Luck out there this week. Global Spotlight The Israeli cabinet can begin to discuss West Bank annexation on July 1. While the government of Prime Minister Benjamin Netanyahu…
BIG: Big Lots, the Big Surprise
Biglots made an exciting announcement on Friday, and that communication caught the investment world flat-footed. This article is for paid members - please login or subscribe for access.
KSU: Kansas City Southern, Inc.
The rails have been one of the surprising beneficiaries since the financial crisis. We say surprisingly because, in the 70, 80 & the 90s, the railroads have been poor financial…
WLSH: Wilshire Broad Market Index, Risk Assets Provide a Clue of What is In Store
Every day, we talk to the average person on the street, and they cannot understand why the stock market is moving higher while the average person's experience is not so…
TLT: Are Bonds Still Safe a Haven?
As much as the stock market shocks the average bloke, it is the bond market that has people scratching their heads. This article is for paid members - please login…
PTON: Will Peloton Take Investors for a Ride?
Peloton is one of the Covid-19 stocks. At first blush, you might think it would be a marginal beneficiary for the lockdown. Since people cannot go out, they decide to…
The Week Ahead | 06/22/2020
Happy Monday. Good Luck out there this week. Global Spotlight A trilateral India-China-Russia foreign ministerial meeting. The June 23 meeting comes in the wake of deadly clashes between Chinese and Indian troops along…
KHC: Kraft Heinz
We have been keeping an eye on Craft Heinz ever since the stock took a beat down due to overpaying for the Kraft Foods business. This article is for paid…
JBHT: J.B. Hunt Transportation Services, Inc.
It is not every day we talk about the trucking industry. Trucking is not a sexy industry, but it is quite vital. Further, it provides a good picture of what…