Stocks

Three Ways to Trade Silver and Gold

Whether you firmly believe that the COVID fiscal and monetary response is about to unleash a tidal wave of inflation or simply want to have some tail risk protection for your portfolio, an allocation to precious metals is probably a wise bet.

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The World Runs on Chips SOXX Could Double

One of the best performing sectors in the equity market is the Philadelphia Semiconductor Index known as the SOXX. Typically the sector is very prone to boom and bust cycles as the surge in demand leads to overbuilding of foundries and flood of supply

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The Hundred Year Portfolio?

In part one of our analysis of Chris Cole’s appearance on the Odd Lots podcast we took a look at the danger of the recency bias and the over reliance of investors on the 60/40 portfolio which has performed

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Options Traders are Betting on AAPL to Fall

AAPL will report earnings after the close today and markets are expecting a blow quarter as the Cupertino giant is likely to have re-established its leadership in the global smartphone handset market. There is however one area of the market that is actively betting that the stock will fall.

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5 Questions for Tesla

With Tesla due to release results after the market close, all eyes will be on the stock today as the company has become a lightning rod for both bulls and bears. We have long argued that the stock is grossly overvalued and faces existential problems

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More Love for LUV?

Are Americans ready to travel once again? Yes and no. As the following chart shows TSA figures show a strong recovery in passenger count but traffic remains below the pre-pandemic highs.

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