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Kraft Heinz: KHC

Kraft Heinz is a bit of an enigma. It is simultaneously one of the great American brands and one of Warren Buffett's biggest mistakes. This article is for paid members - please login or subscribe for access. Username Password Remember…
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United Airlines: UAL

If there is an industry that is left for dead, it is the airline industry. The question contrarian investors are asking is, "is the airline idustry done for the moment or will it come back to life?" This article is…
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Bath & Body Works

Bath & Body works Bath & Body Works is a global leader in personal care and home fragrance, known for creating products that aim to make the world a "brighter, happier place through the power of fragrance." This article is…
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Robinhood Markets. Inc: HOOD

Robinhood is a broker made famous by the GameStop affair. It was primarily Robinhood clients gathering on social media to gang up on the shorts, which were primarily professionals. It was a classic David and Goliath story where many Davids…
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Cameco: CCJ

The nuclear power industry is getting a lot of attention these days. The world is figuring out that data centers running AI apps need massive amounts of electricity to run. This article is for paid members - please login or…
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What’s Next for Bitcoin: IBIT

Bitcoin is the asset of the decade. It has been loved by some and hated by many, but it has delivered a higher return on investment than any other asset (class) on the planet. This article is for paid members…
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November 12, 2022
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Best and Worst Performing Asset Classes and Equity Market Sectors in 2019

If you think back almost 12 months, you’ll remember that the markets opened the year with extreme levels of volatility. Stocks had just finished the worst year in a decade. Then…

January 9, 2020
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Glittering Gold (GLD)

The price of gold has been on the rise since the end of 2015. Does this mean a new bull market is underway? This article is for paid members -…

January 8, 2020
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Bonds (TLT) & Repo

Long-term bonds are in an interesting situation. The Fed has backed away for Quantitative Easing some time ago. But then the REPO issue raised its ugly head. This article is…

January 7, 2020
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Now is Not the Time to Trade

We do not have a trade suggestion today. Our thinking since the turn of the year is that the market is due for a sizable correction. But the correction is…

January 6, 2020
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Charles Schwab Corp (SCWB): The Trend is Not Your Friend

The stock brokerage business (now called wealth management) has really changed over the past 10-15 years. The industry was once one where the main source of revenues was the commission…

January 6, 2020
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The Week Ahead | 1/6/2019

  Global Spotlight Next Week: The Persian Gulf region is on edge as it awaits Iranian retaliation for the killing of Gen. Qassem Soleimani, head of the Islamic Revolutionary Guards Corps’ Quds…

January 4, 2020
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Colgate-Palmolive (CL)

Colgate-Palmolive (CL) is a company that most of us know and many of us might use their personal care or oral health care products. These are products that should be…

January 2, 2020
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American Airlines (AAL) Makes a Round Trip

The airline industry has gone from zero to hero, mostly because the industry has consolidated into 3 major carriers and a hand full of regional operators, some quite large and…

December 31, 2019
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Time to be Brave & Take a Swing at the BAT

In today's world of browsers, people post content on the web with the hopes of making a buck from their publications. Some sell their content through a subscription model, while…

December 31, 2019
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There’s more to the miners than a shiny rock.

While still below its all-time highs of September 2011, gold, currently at $1,525/oz has enjoyed quite a rally off the late 2015 lows of ~$1.075/oz. Unsurprisingly the gold miners have…

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