Monthly Market Update
August is another down month for financial assets. Price action is volatile, creating confusion in the minds of strategists and financial media.
Close a Few Trades
After a two-month rally from the June low, equity prices have returned to their bearish ways. This price action should have bullish investors concerned as the bond market bubble is…
Consumer Discretionary Stocks: XLY
As the economy moves into recession, investors should start to think about how people will spend their hard-earned money in the months ahead. This article is for paid members -…
Intercontinental Exchange: ICE
The share price action of the Intercontinental Exchange is the world's leader in commodity and futures exchanges. This article is for paid members - please login or subscribe for access.
T-Mobile (TMUS): Let’s Make Another Phone Call
T-Mobile is a wireless phone carrier that competes head-to-head with ATT & Verizon. Of the large carriers, T-Mobile was always the third wheel because their coverage was not very good…
The Week Head | 8/29/2022
Chair Powell’s Jackson Hole speech lasted around 8 minutes, and in it, he delivered a more straightforward message with less opportunity for mistakes in interpretation. In short, interest rates will…
Real Estate: IYR… Updated
The Fed has been speaking, and investors have not been listening. We have said that interest rates will rise higher and longer than the market expects. We have seen inflation…
Verizon Communications (VZ): Is it cheap enough?
One of the big three wireless telecom companies is Verizon. We cannot speak for others, but we have always felt that it was best in bread. At the same time,…
Berkshire Hathaway: BRK/B… Did We Really Just Say That?
Berkshire Hathaway is corporate royalty. The Oracle of Omaha, Warren Buffett, can do no wrong. He is the only guy that can buy an oil company and have the Global…
Close a Few More Trades: F & SU
Today's priced action was ugly, to say the least. But there is something else that has had us concerned as of late: the oil price. This article is for registered…
The Week Ahead | 8/22/2022
Caution: Don’t Be Fooled By The Stock Market • We are concerned about the direction that company earnings will take. We’re seeing a shift in consumer spending and a stalling…
Marriott International: MAR
The travel, leisure, airlines, and hospitality sectors were some of the hardest-hit sectors when the government locked down the economy. After they let these companies reopen their businesses, they had…