Extend & Pretend: IWM
We had trouble reading the tea leaves a few months back. We thought Kamala Harris would become president, mostly because of the press. We had a hard time accepting this from an intellectual point of view, as the only way…

A Tale of Two Retailers
Six well-known retailers release quarterly earnings this week. Kohl’s, Macy’s, Best Buy, Dick’s, and Burlington will report before the open on Tuesday, November 26th, and Nordstrom will report after the close. Their results may provide some insights into the state…

Fox Corporation: FOXA
The cable network channels have been a good investment theme for the bulls to ignore. For at least a decade now and probably pushing on two, they have had trouble finding content that resonates with views. This article is for…

Bitcoin: iBIT
There are a few important days in the world of bitcoin. The first was on January 3, 2009. That is the day the bitcoin network began with Satoshi Nakamoto mining the genesis block of bitcoin (block number 0), which had…

Campbell Soup: CPB
The Cambell Soup Company is one everyone knows and one that we have talked many times about here on the TOE pages. This article is for paid members - please login or subscribe for access.

Long Term Interest Rates: TLT
One of the aspects of trading that people do not appreciate is game theory. We like to think we do calculations that determine value and then trade accordingly. The question that goes unanswered is, "Trade with whom?" This article is…
September 5, 2019

Another Short Squeeze

Making trading profits on the short side is a gut ringer. As market prices fall, hedge funds and commodities trading firms try to follow the trend and sell short individual…

September 4, 2019

King Dollar (UUP)

The US Dollar has been increasing in value, and for good reason. This article is for registered members - please login or click here to subscribe or register for free.

September 3, 2019

The Week Ahead | 09/03/2019

  Global Spotlight Biggering the Brexit Threat. British Prime Minister Boris Johnson checkmated his political opponents this week by getting the queen to approve a five-week parliamentary suspensionfrom mid-September to mid-October. The…

September 2, 2019

Crypto Update

It's been a while since we talked about cryptocurrencies. This is, of course, is by design. We think investors should take the long view and accumulate a diversified portfolio of…

September 1, 2019

Boom-Bust Cycle

The Boom-Bust Cycle is alive and well. Mainstream economists have all kinds of reasons and excuses for these cycles. The diversity of reasons for the boon-bust cycles stems from the…

August 29, 2019

You Bought the Dip… Now What?

Last Friday, Mike suggested that aggressive investors might want to buy the dip after a big beatdown that took place across the equity complex. The US and Chinese governments were…

August 27, 2019

Rates & Bonds

It's been quite some time since we talked about the bond market, but with bonds closing in on all-time highs, we thought it made some sense to take a look at…

August 26, 2019

The Week Ahead | 08/26/2019

Mike Khouw of CNBC always reminds me to sell options when volatility is high and buy options when volatility is low.  Well we have seen some volatility this past week…

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