The Macro
The big picture has changed. US investors have changed from neutral to somewhat bullish to "get out of my way, I have to buy some stocks." This article is for…
How far can it Advance (Auto Parts)? AAP
Since hitting its all-time high on January 5th, 2022, Advance Auto Parts, which reports earnings this week, has grossly underperformed the stock market overall, even as its two most well-known…
Rio Tinto: RIO
If you think China's fiscal and monetary stimulus will help the Chinese economy get back on its feet, one should expect an increase in the consumption of commodities of all…
Buy Everything
Buy Everything. That seems to be the market's message after Election Wednesday. This article is for registered members - please login or click here to subscribe or register for free.
The Biggest Threat to Democracy
To hear proponents of either of this year's Presidential candidates tell it, their opponent is a "threat to democracy." Supporters of Kamala Harris - and Kamala Harris herself - compare…
China Update
On September 28, we wrote a post suggesting the monetary and fiscal stimulus would be a shot in the arm for the price of Chinese stocks. This article is for…
Prediction Markets
As time goes on, it seems that we can bet on anything. Sports betting has always been a big deal, but it was largely ignored until the past few years.…
Beauty is in the eye of the beholder.
e.l.f. Beauty and Estée Lauder are well-known companies in the beauty and cosmetics industry. Still, they differ significantly across various dimensions, such as customer base, price points, and geographic reach.…
United Parcel Service: UPS
Two companies immediately come to mind regarding logistics and transportation: United Parcel Service and Federal Express. When we think of stocks, the financial media seems to be in one camp…
Stretchy Pants
Pairs trading is a market-neutral trading strategy that involves simultaneously buying one asset, such as a stock, and selling another related asset. The idea is to take advantage of the…