FDX: Federal Express: Is the worst behind it?
Until a month ago, Federal Express was the poster child of what a lousy acquisition looks like to the casual observer. Their adventure into Europe did not work out so…
SEE: Sealed Air, A Bubble with More to Go
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The Week Ahead | 07/06/2020
Happy Monday. Good Luck out there this week. Global Spotlight A new budget proposal in the European Union. European Council President Charles Michel will attempt the almost-impossible goal of pleasing everyone when he…
MRNA: Has Moderna Had its Day?
Moderna broke on the scene, claiming that one of its drugs in development may be an effective vaccine against COVID-19. Naturally, the manic market speculators took the share price and…
Tech Stocks Rumble as Cities Crumble
We are at such a strange time. The rioters' rage and the statutes tumble. At the same time, investors are drunk on optimism. This article is for registered members -…
The Distribution of Equity Returns: Almost 200 Years of U.S. Stock Performance
After the fastest bear market drop in history, the S&P 500 rallied and now has a year-to-date total return of -4.7%. The year is not over, but in the context…
AMZN: Visualizing the Size of Amazon, the World’s Most Valuable Retailer
As brick-and-mortar chains teeter in the face of the pandemic, Amazon continues to gain ground. The retail juggernaut is valued at no less than $1.4 trillion—roughly four times what it was…
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.