Rio Tinto: RIO
The consensus view is that inflation is whipped. All that is needed is time to pass, and people will figure out that inflation is headed back to the 2% target…
The Week Ahead 04/10/2023
As we gather with friends and family to celebrate Easter, we want to take a moment to extend warm wishes to everyone, regardless of their beliefs or traditions. This special…
Mosaic: MOS
Food inflation is top of mind these days. One cannot help but see the effects as trips to the grocery store are becoming more painful every day. This article is…
Tyson Foods: TSN
Tyson Foods is one of the largest producers of protein in the US. Their competitive advantage is that they can produce protein at an affordable price. This article is for…
Palo Alto Networks: PANW
It is time to revisit Palo Alto Networks. We suggested traders take a bearish position with a risk reversal structure. Risk reversal is a stock replacement strategy. In this application,…
APA Corp: APA
OPEC, the Organization of Petroleum Exporting Nations, made a strong move today. They decided to cut production by an ADDITIONAL 1.16 million barrels per day. This article is for paid…
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…