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
Key FAANG stocks all reported numbers with most blowing out their results well above consensus estimates. Yet the overall market is showing little follow through as the tech heavy Nasdaq trades lower this morning.
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.
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
This weekend the crypto market experienced what many in the media ara calling Black Sunday as a variety of instruments including Bitcoin and Ethereum dropped nearly 20% before recovering somewhat.
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.
I am always loath to make direct comparisons between gaming and trading because although the two seem superficially similar there are key differences between the two activities.
Lululemon once again beat earrings maintaining its perfect record of exceeding market expectations for the past two years. The news however, was not good enough for the stock which traded down about 1% in after market session.
Viacom stock (VIAC) the hodge-podge of old media assets of CBS and Viacom which includes a TV network, a smattering of cable channels and the Paramount movie studio was always suspect as a YOLO stock candidate.
Tesla stock is down about 25% from our call to short the company at the start of the year, but although some bulls may be tempted to buy the dip we
Travel and leisure stocks have doubled Takeoff in travel demand is just starting This is a secular not just cyclical trend WFH will now lead
Say goodbye to WFH (work from home) and say hello to POW (play out in the world). As the rate of COVID vaccinations rises and the world moves