A Bad Week for Tech… Let’s go for a Bank Run
Silvergate Capital Corp announced they would close their banking subsidiary, and the FDIC took over Silicon Valley Bank. Now there is a one-two punch that few people saw coming.
Block: SQ
Block. the company that was formerly known as Square, is a company that grows with the creation of new online and brick and m0rtar businesses. This article is for paid…
Clorox: CLX
There were many "C19" or 'Lockdown" stocks whose prices went up sharply in 2021 and then fell back to earth. One of those stocks was Clorox. This article is for…
What’s New for the Home Builders?: XHB
Fed Head Jerome Powell gave a long presser yesterday, and investors did not like what they heard. To make a long story short, he said that the central bank would…
Is it time to step into the jungle?: AMZN
Amazon was a big winner in the lockdown, and people bought anything and everything online to (1) avoid contact with other humans and (2) find the products that may not…
The Week Ahead | 3/06/23
This week, investors are eagerly anticipating the Fed chairman’s Semi-Annual Monetary Policy Report testimony hearings scheduled for March 7th and 8th. The chairman is expected to emphasize that the Fed…
3M Company: MMM
3M is a blue-chip company that is overlooked by the financial media. All of us know the company. Unless you live under a rock, you use their products. This article…
Honda Motor Corporation: HMC
Auto manufacturers have had the best of many worlds in the past few years. They had to shut down production, which reduced inventories. Helicopter drops of money during the C19…
ETSY, Inc: ETSY
Electronic marketplaces that connect buyers and sellers are popular with entrepreneurs and venture capitalists. The first company in this space was eBay and seeing their success. To replicate their success,…
Sociedad Química y Minera de Chile S.A.: SQM
Lithium is the new gold. Electric cars need batteries, and the most efficient batteries use copious amounts of lithium and nickel, along with cobalt, graphite manganese and iron. This article…
The Week Ahead | 02/27/2022
Personal income has increased by less than expected, while personal spending increased by more than anticipated. The saving rate rose to 4.7% from an upwardly-revised 4.5% in December, compared to…
T-Mobile a Revisit: TMUS
Back on December 16, 2022, to discuss the investment prospects of T-Mobile, the new "Third Wheel" in the wireless communication infrastructure space. This article is for paid members - please…