Trade Updates & Market Thoughts
Over the weekend, the Chinese Government said they would not stick to the terms of the trade deal they had negotiated so far. Pretty shocking as they were agreed to in…
The Week Ahead | 05/06/2019
The end of Q1 had the most economic data points in the week of the year. There are many models and excel sheets that will be crunching the numbers in…
Electronic Arts (EA) Earnings Opportunity
Electronic Arts (EA) will be reporting earnings on Tuesday and Mike discussed an interesting trade on the name. EA has fallen out of favor lately as the stock is down…
Economic Models vs. The Real World
The government’s releases of various economic indicators such as GDP, CPI, and unemployment receive wide coverage in the media. In a measured and authoritative voice, various economists and other experts…
Private Property, Public Purpose
There is a lot of talk about socialism and communism in the public square these days. More people, particularly young people who are saddled with societal debts, are becoming open…
First Solar (SFLR)… No Green New Deal
First Solar (FSLR) reported earnings yesterday and the results were disappointing. The solar industry is one that has promise but competition comes from everywhere. To be truly economic, solar power…
Will Melt-up Mode Continue?
Not that the S&P500 is up 25% from its December low, we have been getting a bit itchy about when the next correction might show its ugly head. There are a…
Countries with “Free Tuition” Often Have Fewer College Graduates
One of our favorite sayings is, “If you think it is expensive now, just wait till it’s free.” We are seeing this in real time. The more people get “free”…
National Oilwell Varco Inc. (NOV) a Turnaround Story?
National Oil Well Varco (NOV) is not a name we have talked about here at theOptionsEdge.Com. But today, we thought it made sense to have a look. NOV was a…
Close CMG & CBL
Some trades work and some do not. The present situation is a perfect example. In one case, we take a profit and the other we take a loss. Fortunately, the…
Can Central Banks Avoid Booms and Busts with the “Right” Amount of Money Creation?
Most economists are of the view that a growing economy requires a growing money stock because economic growth gives rise to a greater demand for money, which must be accommodated.
Why Bother Studying Economic Theory?
What is most exciting about the Austrian methodology of economic inquiry is that, to quote Mises himself, it does not relegate economics to the classrooms, to the “statistical offices,” and…