Will These Beaten Up Stocks Bounce in January? - Dec 28, 2022
Stocks remain in a sour mood as we near the end of 2022; I identify some potential candidates for early 2023 bounces due to the January Effect
28 Dec 20224min
Tax Loss Selling & China Re-opening Optimism Collide - Dec 27, 2022
All signs point to China re-opening after the winter Covid wave; Tesla makes another new low; End of year tax loss selling exacerbates downtrends in some stocks
27 Dec 20227min
A Contrarian Call on Travel Stocks - Dec 20, 2022
Stocks are in a sour mood as we approach the end of the year due to central bank policies and fears of recession; I think travel stocks like ABNB and EXPE are getting cheap; An activist hedge fund pro...
20 Dec 20229min
Inflation Is Cooling BUT Will The Fed Step Back? - Dec 14, 2022
All eyes on the Fed for the last meeting of 2022. What will happen in 2023? Is recession imminent?
14 Dec 20229min
Inverted Yield Curve Stokes Recession Fears - Nov 28, 2022
Stocks have a post Thanksgiving dip; Is mall traffic continuing its secular decline?; An inverted US govt yield curve has people concerned about recession
28 Nov 20224min
What's up with Grayscale Bitcoin Trust (GBTC)? - Nov 21, 2022
We have a shortened holiday week in US stock markets; I discuss the strange situation surrounding the Grayscale Bitcoin Trust (GBTC)
22 Nov 202210min
Target Warns The Consumer Is Pulling Back - Nov 16, 2022
Target delivered a lower than expected earnings forecast and had cautious comments about the state of the consumer as the retailer currently sees it; other retail stocks sell off despite strong Octobe...
16 Nov 20226min
Ideas For Deploying Fresh Capital? - Nov 15, 2022
Stocks rally on easing US-China tensions and solid retailer earnings reports; thinking through a listener's question about "where would I deploy fresh capital today"?
15 Nov 202210min
