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United Airlines | UAL

The airlines took a massive hit due to the C19 government shutdown. To stay alive, the company had to borrow heavily from the US government to pay its bills. Fortunately for the company and to the detriment of taxpayers, much…
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Wayfair | W

Investing is a process by which savers put their hard-earned capital to work in the hope that it will earn a return. People expect an investment to suck in capital at the beginning and spit out cash over time. This…
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Super Micro Computer Inc | SMCI

On May 27, we suggested getting bullish on SuperMicro Computers even though the company has a checkered past, as a few of its employees went off the reservation. This article is for paid members - please login or subscribe for…
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Bonds, Debt & Inflation | Gold Silver & Bitcoin | Strategy Inc | MSTR

The US Treasury Department did something that caught bond investors by surprise. It decided to expand the buyback program of its long-term debt, This article is for paid members - please login or subscribe for access.
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PDD Holdings Inc | PDD

We have been bearish on China-based stocks ever since the communist government imposed a one-time success tax on big winners like Baidu, Alibaba, and Pinduoduo (now PDD Holdings Inc.). This article is for paid members - please login or subscribe…
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Since Reaching the Top of the Fortune 500, Amazon Has Become Rangebound

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March 24, 2026
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Marvel Tech: MRVL

Marvell Technology Inc. (MRVL) will report its Q2 fiscal 2026 earnings report August 28, 2025, after market close. Consensus estimates project earnings per share of $0.68 on revenue of just…

August 23, 2025
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Walmart: WMT

Walmart is an interesting sight. While investors have tossed their money in the "gogo" Mag 7, the other 394 stocks in the S&P500 underperform... except Walmart. This article is for…

August 20, 2025
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Gold: GLD

The last time we talked about Gold was April of 2025. The price of Gold had ripped higher, and its deviation from the 150-day moving average was deserving if not…

August 19, 2025
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Altassian Corp: TEAM

Altassian is a company that few people have heard about, but it has been a darling with the institutional investment crowd. This article is for paid members - please login…

August 18, 2025
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Charter Communications: CHTR

As the markets increase higher and higher, it is getting difficult to find cheap stocks that have some upward momentum. What we tend to find are overpriced stocks and those…

August 16, 2025
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Target Earnings: TGT

On May 19th, we discussed whether Target might finally be making a bearish-to-bullish reversal, “Betting on a comeback…” ahead of earnings. This article is for paid members - please login or subscribe…

August 9, 2025
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Home Depot: HD

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August 9, 2025
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Economic Data Review

The coming week will feature several key U.S. economic data releases that could significantly influence market sentiment and introduce volatility to the market, which is currently trading near record highs.

August 9, 2025
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Cisco Systems: CSCO

Bull and Bear Case for Cisco Systems (CSCO) Ahead of Q4 FY2025 Earnings This article is for paid members - please login or subscribe for access.

August 6, 2025
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Global Foundries Inc: GFS

The President is moving forward on his initiative to reshore production to the US. There will be lots of winners in this move, particularly the blue-collar labor sectors that inhabit…

August 5, 2025
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Trouble

We are having a very difficult time finding something intelligent to do. One can see the manic depression of investors everywhere. This article is for registered members - please login…

August 4, 2025
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American Eagle Outfitters: AEO

American Eagle Outfitters is in the news these days... because of their advertising. We like the line of reasoning that suggests that there is no such thing as bad publicity.…

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