Tesla: TSLA
Tesla is a stock we have had a difficult time getting right. If you think of it as a car company, it is an overpriced stock. From this perspective, Teslas…
Live Nation Entertainment: LVY
During the C19 lockdown, the government would not let live events occur. Everything had to take place behind a computer screen. It was not much of a human experience, but…
The Week Ahead | 10/03/2022
The week of Oct. 3 is expected to be a busy one for earnings announcements, with four S&P 500 companies reporting quarterly results. So far, the earnings picture looks good,…
The Scariest Stock Chart
Investors everywhere are starting to conclude that stocks are in a bear market. How could you not? The S&P500 is down almost 26% from the peak, including dividends. At the…
Interest Rates: TLT
Anyone who has read our posts, watched our videos, or observed our tweets knows that we think interest rates are the knob that the market uses to derive a valuation.…
First Solar: FSLR
First Solar is one of the leading providers of solar panels. Their solar panels are some of the most efficient at converting light to electricity. This article is for paid…
Take-Two Interactive: TTWO
As the US plays catchup with the rest of the world and falls into a recession, people will significantly reorient their spending. People will focus on the necessities and put…
Technical Tuesday
The price of stocks is in bear mode, and the selloff has been treacherous. The winners are the bears, and the bulls remain hopeful. But hope is not a strategy.…
Mastercard: MA
Fintech startups are chipping away at the traditional financial services industry's investment and payment processing segments. It is not so apparent from the outside as these new services went after…
The Week Ahead | 9/26/2022
The past week saw major movements in the markets, as the 10-year Treasury yield jumped 25 basis points. This had a significant impact on stocks, as the SP 500 fell…
Back to the Dog House, Datadog: DDOG
On May 18, we talked about Data Dog, one of many enterprise software companies trying to find their niche in serving corporate America. This article is for paid members -…
The Fed Is Finally Seeing the Magnitude of the Mess It Created
When asked about price inflation in his Sunday interview with 60 Minutes, President Biden claimed that inflation “was up just an inch…hardly at all.” Biden continued the dishonest tactic of…