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Vince Martin
Best Buy: Do You Believe in the Business or Not? By Vince Martin - Dec 06, 2022 3

At 13x earnings, BBY is priced for minimal growth. The company’s pre-pandemic performance suggests it can do better. But analysts are skeptical, and with good reason: a number of risks...

Barani Krishnan
Will Oil Bottom Soon, and at What Price? By Barani Krishnan - Dec 06, 2022 10

Russia needs to back up its defiance of the oil price cap with proof China could do more reopenings from COVID lockdowns OPEC+ needs to inject support into the market with hawkish talk; if not,...

Mike Zaccardi, CFA, CMT
What Is the Price Action in Treasuries Telling Us? By Mike Zaccardi, CFA, CMT - Dec 05, 2022 1

U.S. Treasury market ETF capped off last week with big gains Sub-50 ISM manufacturing index suggests the economic backdrop not so rosy Focus shifting from inflation worries to recession fears The bond...

Michael Kramer
Will Economic Data Show Signs of Stagflation   By Michael Kramer - Dec 05, 2022 9

There will be plenty of economic data this week, but Fed commentary will be absent. The Fed is in the middle of its blackout period so we won’t hear from it again until Dec. 14 at the FOMC...

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