One of the beneficiaries of the mayhem in Russia has been aluminum companies. Here are a couple: Because………..aluminum:
Preface to all three parts: even though the S&P 500 is only about 10% lower than it was at its lifetime peak early this year, the carnage among younger stocks is many times that amount. These were some of the most hotly-anticipated, eagerly-awa…
Well, I’ve been rolling my eyes at Bumble (BMBL) ever since it came out, and it’s played out disastrously. If you are not familiar with the company, their ENTIRE business model is to provide a clone of the hookup app Tinder but with a t…
Yeah, I know. The bear market is over. The opportunities are gone. It’s too late. Oh, I don’t think so. I, once again, present to you the high-yield bond fund JNK: Here is the longer view. Think this is done? I don’t. I think it&#…
All we hear about is how “hot” our economy is and how it’s OK that it is “running hot“. Ummm, are their screens upside-down? Because I’m not the brightest bulb in the hardware store, but to me this doesn’t …
Well, the bulls managed an explosive, terrifying breakout this morning, only to have it blow up in their face. The bulls are basically the Russian soldiers – – childish, clueless, brutal, and amoral. Whereas the bears are like the Ukrai…
OK, I can’t end the day without just one more post. It’s a simple one, and one which applies to the market as a whole. I’ll leave them to your own interpretation (except for my always handy tip to click the danged thing for a bigg…
Remember the bear market during the financial crisis? I sure do. May I present to you my latest creation in Layered Charts, which shows the “GFC” (red line) and the present day (blue line). For what it’s worth: As long as we’…
I don’t think there’s any single equity mentioned more often here as a short idea than eHealth. It’s amazing to see how far it’s come. Toast, baby.
Well, SOME companies are absolutely loving this whole war and death thing. LIFETIME HIGHS on LMT: Just in case anyone doubts the influence and fortunes of the military-industrial complex that Eisenhower tried, and failed, to sway us from…R…