Real Estate & Interest Rates
Lower than survey inflation data released Thursday, November 10th, led to an enormous rally as investors hope Jerome Powell and the Fed could pivot to a less hawkish policy soon.…
Mosaic: MOS
One topic that is getting more attention these days is food price inflation. We are all paying more at the grocery store, and several forces are pushing prices higher. This…
Tyson Foods: TSN
Tyson Foods is the ultimate consumer staple company. They produce protein for people to eat and do so at very reasonable prices. This article is for paid members - please…
Tesla: TSLA
Tesla is an exciting company for a host of reasons. The company's core products are super fast electric cars that may one day drive themselves. Ancillary to that is the…
Close a few trades
Election day is upon us, and we think people should prepare for some volatility during the week’s trading. The government has already said that several districts will not be able…
The Week Ahead 11/07/2022
The US CPI report will be in the spotlight this week, especially after the strong uptick in core prices last time. I forecast headline CPI to have increased by 0.5%…
Roblox: RBLX
One should buy stocks that trade at a modest PE ratio and have a robust growth profile. These are stocks that are undervalued in the marketplace.
Splunk: SPLK
We have suggested a few trades on Splunk in the past, one in April and the other in July of this year. Thankfully they worked out well. This company's stock…
Will the Dam Hold?
Going into Wednesday’s Fed announcement on their new target Fed Funds rate, 75 basis points look like it’s in the bag. At the same time, the triple Qs, the ETF…
Natural Gas: UNG
We have all read about the energy problems Europe is having. These problems are completely self-inflicted and could have been avoided. This article is for paid members - please login…
The Week Ahead 10/31/2022
Risks are skewed slightly hawkish going into this week’s FOMC meeting due to stronger-than-expected core inflation, sustained wage pressure, and the recent risk asset rally. We expect the pace of…
Time to Grow the Hedges: SPX & SPY
A few weeks ago, we thought the price action of the equity markets was extended to the downside. That being the case, we thought that was a good time to…