Over the last four months or so, we have found a bunch of undervalued stocks. This caused our overall posture to swing from bearish to bullish by default. Fortunately for…
The Biotech industry has produced therapies that have cured humans of serious diseases. One of our favorite companies in this space is Bipgen (BIIB). They provided us with a cure…
Boeing is one of the two big commercial aircraft manufacturers on the planet. The other is EADS, the maker of Airbus aircraft. This article is for paid members - please…
Uber is a venture capital darling that went public in 2019. While the company is best known as an app-driven taxi service provided by independent contractors, it has always wanted…
The retail grocery sector sees little real growth. What real change does occur is associated with the increase in population and real income. Let's face it: real incomes for the…
In our December 14, 2023 post, we discussed the Fed's (apparently) new, more dovish monetary policy. If they were indeed in "no more interest rate hikes" or "inflation fight has…
The emerging market equities have lagged the US equity market by a wide margin. That is not new news, as US Equities have outperformed every equity market since the great…
As we venture into this week’s financial landscape, a critical highlight is the Federal Reserve’s recent dovish pivot, a move that aligns with our anticipations from their December meeting. This…
With the Federal Reserve going soft on inflation, traders let go of a sigh of relief and bought stocks and bonds with both hands. This article is for paid members…