Is Boeing Ready for Another Drive?
Boeing continues to have a difficult time of it. The controversy around the performance of the 373 Max continues to haunt the company. Furthermore, the news that is bleeding out is a…
Is it Time to Hedge?
Is it time to hedge? This is the $64 trillion question on the minds of investors. As we have stated in the past, we do not think a trade war…
Why Social Democracy is Failing Europe
Europe is imploding in slow motion. The European Union is another layer of government that is smothering everything in sight, as it seeks to own and control everything that takes…
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…