Take-Two Interactive: TTWO
As the US plays catchup with the rest of the world and falls into a recession, people will significantly reorient their spending. People will focus on the necessities and put…
Technical Tuesday
The price of stocks is in bear mode, and the selloff has been treacherous. The winners are the bears, and the bulls remain hopeful. But hope is not a strategy.…
Mastercard: MA
Fintech startups are chipping away at the traditional financial services industry's investment and payment processing segments. It is not so apparent from the outside as these new services went after…
The Week Ahead | 9/26/2022
The past week saw major movements in the markets, as the 10-year Treasury yield jumped 25 basis points. This had a significant impact on stocks, as the SP 500 fell…
Back to the Dog House, Datadog: DDOG
On May 18, we talked about Data Dog, one of many enterprise software companies trying to find their niche in serving corporate America. This article is for paid members -…
The Fed Is Finally Seeing the Magnitude of the Mess It Created
When asked about price inflation in his Sunday interview with 60 Minutes, President Biden claimed that inflation “was up just an inch…hardly at all.” Biden continued the dishonest tactic of…
Open Interest: Risk-Rout & Rates
The federal reserve is charged with managing the economy by manipulating interest rates and the money supply. This task is monumentally tricky as the Fed must use data concerning what…
Vive La Difference! VEEV
Enterprise software companies have multiplied like rabbits since 2010. The business model is pretty simple. Write software, primarily database applications, and lease the application to help people run their companies.…
Submerging Markets: EEM
Emerging market economies suffer from a problem that few of us understand. That risk is currency risk. This article is for paid members - please login or subscribe for access.
Planet Fitness: PLNT
Going to the gym is a popular pastime for people in the developed work. Our diets are filled with high-calorie density foods, so we have to work hard to burn…
Technical Tuesday
The Federal Reserve starts its two-day meeting to discuss what they will do what we all know they will do: raise the target Fed Funds rate by 75 basis points.
The Week Ahead | 9/19/2022
FOMC Preview Here at the Options Edge, we are predicting that the FOMC will deliver a third 75bp rate hike at its September meeting, resulting in a funds rate of…