Economy & the Cost of Government Borrowing
Everyone in the financial media is talking about an imminent cut in interest rates as if they are guaranteed to happen. But we are not so sure.
Tesla is the best car company in the world, but is it the best auto stock?
“Gentlemen, we will chase perfection, and we will chase it relentlessly, knowing all the while we can never attain it. But along the way, we shall catch excellence.” ― Vince Lombardi…
Starbux: SBUX
Starbucks is scheduled to report year-end earnings on January 30, 2024. The consensus believes the company will make $0.93 a share. We think somewhat differently. This article is for paid…
Range Resources: RRC
One of our favorite stocks in the natural exploration and production space is Range Resources. The company has 17.775 trillion cubic feet of natural gas equivalent (TCF) of estimated proved…
The Week Ahead | 1/22/2024
In the intricate dance of the financial markets, where every tick of the clock can signal a new opportunity or a looming challenge, staying informed is not just a choice,…
Bitcoin ETF
Now that the SEC has approved the Bitcoin ETF, there is a mad dash to become the biggest. We see a single-asset ETF as a winter take-all market. This article…
United Airlines: UAL
It seems that large-capitalization stocks want to fly. We come to this conclusion because the S&P500 just broke out to all-time highs. The Russell 2000, on the other hand, is…
Honda Motor Corporation: HMC
Last year, we suggested bullish trades in Honda stock. The first trade worked, and the second one did not. This article is for paid members - please login or subscribe…
Big Blue: IBM
There was a time when IBM dominated the technology space. That was the day of the mainframe computer, which has long passed. The main frame was cast aside for distributed…
The Week Ahead | 1/16/2024
This article is for registered members - please login or click here to subscribe or register for free.
Don’t Just Watch, Look.
Ahead of a shortened trading week, we will review how to find a new core holding for 2024 as updated earnings results hit Wall Street in the weeks ahead. And…
Car Trouble: Tesla
Just as it looked like the world was changing from cars propelled by internal combustion engines to electric motors, something strange happened. The enthusiasm for electric vehicles cooled. This article…