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…
Oil, the Crude Reality: XOP
Everyone focused on the baking industry the last few weeks, and with good reason. But there is something else that nobody is talking about; the weakness in the price of…
Bailouts & Sinking Ships
Another 15 years or so pass, and another Fed-induced financial crisis/system meltdown is at hand. They seem to like the attention of market meltdowns so much that we are starting…
Toronto-Dominion Bank: TD
The US Banking industry is in disarray. This disarray results from an accounting convention that allows banks to ignore short-term gains and losses by categorizing bond and loan holdings as…