The Week Ahead | 1/23/2023
The stock market’s poor performance in 2022 was largely due to concerns over the Federal Reserve raising interest rates and their potential impact on earnings growth. As we head into…
eBay
Bay, Inc. (EBAY) operates e-commerce platforms that connect buyers and sellers worldwide. Many of us have used their service at one time or another to buy from a traditional "brick…
Splunk Splash: SPLK
Splunk is a company we have discussed a few times in the past. It is a yet-to-be-profitable company that is a favorite of the “innovation” investor. Unfortunately for these folks,…
Economic Update
Today, the government announced some economic data that tells us what we might expect from the economy and the Fed in the months ahead.
Options Expiration: 20-Jan-23
Standard monthly options will expire on Friday. We have fifteen trade suggestions that are set to expire. Eight of those trades were winners, and seven were losers. This article is…
MicroStrategy Inc: MSTR
Microstrategy is an exciting company. It is a SAAS (Software As A Service) company that competes in a particular niche called Business Intelligence. This article is for paid members -…
JPMorgan Followup: JPM… Updated
"The best laid plans by mice and men often go awry." This article is for registered members - please login or click here to subscribe or register for free.
It’s Inflation Day
Price inflation is the macroeconomic variable that is on everyone's mind. The grand hope is that inflation is "transitory," which is set to fall back to the Feds target of…
Bank Earnings: JPM
The big banks (JPMorgan, Bank of America, Citibank & Wells Fargo) will report earnings on Friday. This article is for paid members - please login or subscribe for access.
Has the US Dollar Topped?
We think it has and believe this will change the investment landscape, particularly for the international markets. (Hint: We think a falling US Dollar will help them outperform the US…
The Week Ahead | 1/9/2023
The recent jump in the forward 4-quarter estimate (FFQE) from $222.91 to $228.38 is indicative of a new quarterly period and could provide insight into the current market conditions. The…
Shaken’ the Shack: SHAK
Just like most every other restaurant stock out there, Shake Shack was down last year. The share price bottomed at the C19 low and 360% before giving back most of…