The Week Ahead | 04/03/2023
The 1Q GDP tracking estimate has been lowered to 0.8% q/q saar, down from 4Q GDP at 2.6%. This reduction is due to lower-than-expected core capital goods orders and shipments…
Bitcoin & Microstrategy: BTC & MSTR
It appears that the bear market in bitcoin may be over. No guarantees, of course. This may be good news for the shareholders of Microstrategy. This article is for paid…
Alibaba: BABA
The shares of Chines Tech companies, in general, and Alibaba, in particular, have been in a bear market for several years. The reason why has to do with governance. Not…
Missing the Target: TGT
Target is a big box retailer that competes head-to-head with Walmart. Like Walmart (WMT), they sell food, clothes, electronics, toys, household items, and more. They try their best to be…
Kellogg: K
The economy is getting more uncertain for many of the financial pendants. They keep asking what comes next. We have an answer, breakfast. This article is for paid members -…
KLA Corp: KLAC
The semiconductor industry is undergoing a geographical restructuring of manufacturing to address flaws in the global supply chain. That restructuring may represent an opportunity for the equipment manufacturers. This article…
Fed Wednesday Coming UP
The Federal Reserve Monetary Policy Committee is meeting this week. After that meeting on Wednesday, they will comment on the state of the economy and banking industry. They will also…
The Week Ahead | 3/20/2023
Despite the appearance of a good week for “the market,” bank stocks are once again under pressure. Mega-cap stocks have been the go-to safety outlets for investors as they have…