Bonds & Repo: What’s the Relationship
We have talked a bit about the Repo Rip and what it might be signaling. Those who follow Mark on Twitter @MGuthner will see he has been talking about this…
Update: First Solar (FSLR)
Back on 14-August-2019, we discussed the investment merits of First Solar. FSLR has a lot of potential for success and is a company we would like to like. This article is for…
Southwest Airlines
Back on 30-July-19, we took a bullish position in Southwest Airlines. That trade came to an end last Friday and we thought the situation deserves another look. This article is for…
Rethinking Income Strategies
Everyone should have a balanced portfolio that contains some stocks (index funds perhaps), bond (in ETF form perhaps), commodities, cryptos as well as options.
The Week Ahead | 09/23/2019
Happy Monday. Good Luck out there this week. Global Spotlight A New Plan for Ireland? After weeks of paralysis, Brexit negotiations between the European Union and the United Kingdom seem to…
Amazon… Will it Dot Bomb?
The story at Amazon (AMZN) has been fantastic for quite some time now. The company has gr0wn very fast and not they are turning revenues into profits. This has taken the share…
Equity Market Update
The equity markets are frustrating both the bulls and the bears. Just when the bulls think a tradable rally is underway, the price of the major equity averages rollover. As…
You Have Been Warned
The overnight Repo rate is acting quite strange lately. The past few days this important overnight rate has ignored the intentions of the Fed. Yesterday, hours before the Fed was…
Back to South Africa
The South African stock market is one area where we have had pretty good luck. There are a few cross-currents at play, and it seems to result in a cycle that is…
Adjust the Equity Volatility Trade
One of the most popular trading strategies implemented by professional traders is the volatility trade. Indeed it was the introduction of options that made volatility trading possible. This article is for…
The Week Ahead | 09/16/2019
Happy Monday. Good Luck out there this week. Global Spotlight Glimmers of Hope for U.S.-China Trade. This week brought a bit of cautious optimism to what had seemed an ever-darkening outlook on the…
Oil Update
The global economy is growing at a sub 2% rate. At the same time, there is a move to electric cars and away from gasoline-powered vehicles. So from a demand…