Bonds: TLT
The story of the stock market for the past 17 months, at least the way we see it, has been interest rates. We expected money printing would cause inflation. That…
Gold: GLD
Gold has had a nice run since October 2022. Incidentally, this is about the time when stock stopped falling and began what looks like a sizable correction to the selloff…
Options Expiration
This Friday, standard monthly options will expire. We have five trade suggestions to close out. Five of the trades that will expire were losers, and four were winners. This article…
The Week Ahead | 4/16/2023
The Federal Reserve is determined to combat core inflation, which excludes the more volatile food and energy prices. Since March 2022, the Fed has raised the target range for the…
Micron Technology: MU
The chip sector is a bifurcated one. There are unique specialty chips like GPUs and CPUs and commodity chips like memory and logic chips. This article is for paid members…
LyondellBasell: LYB
With the price of natural gas falling to a near-record low, the E&P companies focusing on natural gas production are struggling. At the same time, it is a blessing for…
Apple: AAPL
What is next for Apple? That is the question of the day on investors' minds, but we will take a stab at it. This article is for paid members -…
CPI Report: Investors Get the News they Want
The government reported the inflation numbers for March, and investors got the numbers they wanted to hear.
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…