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…
Options Expiration: 17-March-2023
Standard monthly options expire at the end of the month, and it is time for nine trades to be put to rest. This article is for registered members - please…
Is the Next Leg of the Bear Upon Us?: SPY & IWM
The failure of three essential banks in the tech and venture capital industries has investors wondering what to do next. The way we see it, two forces are at odds.…
The Week Ahead | 03/13/2023
This Just In Goldman Sachs Economist advise they no longer expect March hike by Fed. “In light of the stress in the banking system, we no longer expect the FOMC…