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Strong tailwinds will allow V to weather the inflationary and recessionary environment The reopening of China and Japan will boost earnings despite macro gloom Despite strong earnings, V is trading at...
Gold traders had a wild ride in Wednesday's trade after the US Federal Reserve Fed hiked interest rates another jumbo 0.75%, making it the third hike in a row for the US central bank. The yellow...
Concerns are growing over the state of US oil production, particularly as the fate nears for implementation of the US and EU sanctions against Russian oil. Unless the US and EU reverse their policies,...
Record production of 100 bcf/d mitigates threat of a winter supply squeeze Milder temperatures heading into fall suggest less need for air-conditioning Bull case led by Putin’s renewed...
Stocks were up yesterday to start the day, rising by around 70 bps, then after the Fed announcement came, they dropped sharply. Then on schedule, around 2:30, the implied volatility melt started...
Whelp, that didn’t work. I wrote a post titled, “Why I’m holding stocks ahead of the Fed’s rate-hike,” and 24 hours later, everyone knows that was the exact wrong move to...
I have harped over and over how bearish I am on the market and I assure you I am only emboldened after yesterday’s action. It was a great day for bears not only because of the large downward...
MicroStrategy's big bet on Bitcoin now drives the value of MSTR stock Value in the operating business seems thin barring a change The case for MSTR is simple: it’s a leveraged play on the...