An Alternative Way to Play a Smackdown
There are a number of ways of playing a crash in share prices. The traditional methods investors use would be to buy out of the money puts by the truckload…
The Week Ahead 10/2/2017
What to Watch for this Week Today starts the fourth quarter of 2017. As usual, the first week of the month and the quarter is a big week for economic…
Interest Rate & Bond Update: iShares 20+ Years T-BondETF (TLT)
One could argue that the bond market is the most distorted market on plant terra today. Central banks around the world have been buying government and/or mortgage and/or corporate bonds…
Proposed Tax Plan
Yesterday, the President’s tax plan was leaked to the press and outside world. It seems that investors were very enthusiastic about what they read. The S&P 5oo was up about…
What Will Cause the Next Recession & Bear Market?
What will cause the next bear market? Virtually every day, there is a conversation on the various financial media TV shows (CNBC, Bloomberg TV, Fox Business, etc.) where guests and…
Tesla (TSLA): Deja Vu All Over Again
Back on 10-August-2017, we wrote a post on Tesla (TSLA) the leader and wall street favorite electric car manufacturer. Those that are familiar with our process know that we typically combine…
The Week Ahead 9/25/2017
What to Watch for this Week $AAPL started to sell its new wares around the world last Friday. I found a chart that shows what the iPhone X would cost…
Bubble in Taxi Medallions Bursts: How Bad Will it Get? Is There a Trade?
In order to drive a taxi in a big city like New York, Boston or Chicago, the driver must buy a medallion from either the City who issues them or…
Quantitative Tightening and the Price of Risk Assets: Is there a Trade in Gold?
The Fed has given itself marching orders. Let $10 billion of securities roll-off the books in October. "Rinse and Repeat" in November and December. Come January 2018, increase the roll off…
Did Bitcoin Ring The Bell?
It seems like the freedom offered by Bitcoin is too much for the Chinese Government to take. Last week, they brought the hammer down on Bitcoin Trading. We first learned of this…