Super Microcomputer is among the big winners in the AI wars, at least regarding the stock market. They specialize in building and installing servers that go into the data centers.…
In this episode of Open Mike, Mike discusses Nvidia, S&P500 and the Vix Index, Amazon, Cisco, Burlington Stores, Vale (of the long positions suggested at TOE), and SPY. This article…
The Crowdstrike fiasco hit so fast that we did not have time to trade the meltdown. Our tactic, therefore, was to wait for the initial selling to end and the…
The Avis Budget Group was one of the few old economy companies that benefitted from the lockdown. The share price fell a smidge upon the lockdown, but it was not…
Honda Motor Corp. is one of the cheapest stocks anywhere. It has been this way for some time, and we wonder when investors will recognize this fact and buy the…
Bath and Body Works is a classic Peter Lynch stock. It is a boring company that makes lots of money and one that the women in his family would (probably)…
Volatility in the context of stocks and indices refers to the degree of variation or fluctuation in the price of a stock or an index over time. It is a…
In Wednesday's episode of Open Mike, Mike discusses Volatility and earnings-implied moves in stock prices as they implied for Burlington Stores. This article is for registered members - please login…
Today's note is just a short comment on the recent price action. The unwind of the Yern Carry Trade seems to be over and has not had a lasting effect.…