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…
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…
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…
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…
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…
Consumer Staples (XLP): Safe Haven or Bear Trap?
Consumer staples, food clothing, personal care products, etc. are considered defensive industries, and for good reason. There are certain things we all need and there are things we want. By…
Buy the Dip or Sell the Blip or …???
Traders and investors are freaking out over the trade dust-up between the US Government and the Chinese Government. The Chinese government clearly want the status quo as they are a…
Netflix (NFLX)
Netflix is said to be the "winner" in the streaming wars. They essentially invented the category and have grown at a rapid pace ever since. Those who believed in the…
Financial Flatulence (XLF)
It was just a year ago that the Fed put interest rate hikes on autopilot. As that was taking place, investors went into a panic and sold stocks hard. The…
The Week Ahead | 08/19/2019
For a solid week now, all you’ve heard from the media is Inverted Yield Curve, Recession, and the Economy is Weakening… I watch the economy very closely, and what I…
Where’s the nutrition in GrubHub?
GrubHub, the food delivery service, has lost its shine. The company was a bright star in the universe of Unicorns. Unicorns are relatively new companies, with a value greater than…
Rarely in a Straight Line
With the market in temporary free fall, many weak bulls might feel the urge to rush to sell only to find they have sold at a low. Then, as the…