Stock Prices Defy Gravity: Updated
The major stock market averages are either holding up or making all-time highs, depending on the index. We find this astounding, given the turmoil we see in the world. This…
Conagra Reports a Disappointing Quarter
Conagra Brands' stock fell sharply yesterday after the packaged-food company reported quarterly earnings that fell short of analysts' expectations. This article is for paid members - please login or subscribe…
Wynn Resorts: WYNN
Another way of playing the Chinese stimulus programs is to find US companies with significant exposure to the Chinese markets. Wynn Resports fits that description. This article is for paid…
Berskhire Hathaway: BRK.B
We recently suggested traders sell a put spread on Berkshire Hathaway "B" shares. The world has changed, and traders should close that trade at a small gain. This article is…
Tesla: TSLA
Telsa stock has been trading sideways for some time now. The reason for this is relatively straightforward. The enthusiasm for electric cars is cooling. This article is for paid members…
Athleisure companies need to be nimble and flexible.
Nike and Lululemon are two of the most well-known athleisure stocks. Both meaningfully outperformed the S&P from year-end 2019 through the pandemic plunge to year-end 2021, and both have seen…
China: Buy Everything
"Buy Everything" is the recommendation of David Tepper, the founder of Appaloosa Management. He is one of the most successful asset managers in the past 30 years. This is not…
Don’t fight PBOC
U.S. investors have heard the investment adage “Don’t fight the Fed!” which suggests investors should not make investments contrary to the policy objectives of the nation’s central bank. This is…