Will Goodyear Tire have a Good Year?: GT
Tire companies are about as "old economy" as you can get. That said, anyone who leaves their house uses their products. This article is for paid members - please login…
BHP Group Limited: BHP
BHP is the Worlds largest mining company. If you can pull it out of the ground, they probably do. This article is for paid members - please login or subscribe…
Did Steel Turn to Rubber?: CLF
The most hated sector in the stock market these days is the steel producers. We have watched them in wonder as the share prices fell and fell and fell, wondering…
Automatic Data Processing: ADP
Automatic Data Process is one of those companies that help other companies run efficiently. This article is for paid members - please login or subscribe for access.
Volatility & Market Turns
Options traders are concerned with volatility. But volatility is a complicated subject as there are two primary forms to consider. The first is "realized" volatility. It is a backward-looking measure.…
Inflation: Causes and Cures
Senate Democrats pass the Inflation Reduction Act over the weekend. What drives inflation?
The Week Ahead | 8/8/2022
Despite some encouraging signs, the economy is still not humming. The unemployment rate remains close to a 50-year low, but the Treasury yield curve is inverted and Federal Reserve officials…
The Euro: So Bad It’s Good or More to Come?
The US Dollar is trading at an extreme. The question is, "will it get more extreme, or has it run out of gas?" We started to table with the idea…
What’s Next for Equity Markets?
The stock market is undergoing quite a rip higher. While this bear market bounce was not unexpected, the steep trajectory of the bounce and its extent did catch us on…
R U an Optimist or Pessimist? DFS
The economy is in a strange place. Inflation is running over 9%, but walls street thinks the neutral interest rate is 3%. With that thought in mind, institutional investors are…