First Solar: FSLR
Today we are going to discuss First Solar. We have said this before, but we think it is worth repeating. First Solar is a company we want to love, but…
Options Expirations
Standard monthly options will expire on Friday. We have nine trade suggestions that are set to expire. Four of those trades were winners, and five were losers. This article is…
The Week Ahead | 12/12/2022
The Federal Reserve intended for a gradual reduction in the pace of tightening, combined with a higher terminal interest rate, would avert a large easing in financial conditions. Evidently, that…
Bank of New York Mellon” BK
The Bank of New York Mellon is one of our favorite bank stocks and is rarely, if ever, talked about by the financial media. It is not the most exciting…
Casey’s General Store: CASY
It is exhausting to be bearish. We do not know what to be, but the errors made by policymakers require us to be so. Our preference is to be objective.…
Burlington Stores: BURL
Burlington stores is not a company we have talked about in the past. But given its recent price action, we think it represents an exciting situation. This article is for…
Marriott International: MAR
The travel, leisure, airlines, and hospitality sectors were some of the hardest-hit sectors when the government locked down the economy. No news there. After the government let these companies reopen…
The Week Ahead | 12/5/2022
Despite the contraction in GDP in the first and second quarters of 2022, the unemployment rate remained low, indicating that the U.S. economy was not in a recession. Real GDP…
Government Debt: How does it end?
From the country's founding in 17-September-1787 until the creation of the Federal Reserve, the cumulative inflation rate was virtually zero. Furthermore, the government did not accumulate "permanent" debt. This is…
China Internet Stocks: KWEB
In our last post, we viewed emerging market stocks positively. They have been chronic laggards for years. EEM, the ETF that tracks emerging market stocks, has not delivered a return…
Emerging Markets, What’s Next? EEM
We have been negative on Emerging Market Stocks for quite some time now. Our thesis was that if the US catches a cold, Europe & Asia get the flu, and…
APA Corporation: APA
On October 13, we were short-term bearish on oil price. The oil price is down a little bit since then, but it did not sell off as aggressively as we…