Feb 1, 2023
During the pandemic people were buying and companies were shipping.......in CARDBOARD. Prices rose 55%. New production facilities were built and supply ramped up to meet demand. Even the NASDAQ said it would last forever, up !0% in January. That hasn't been done since Jan 2001. What happened next wasn't pretty, a...
Jan 19, 2023
In 2008 securitization spelled doom for the Homebuilders. Now
it's Deja Vu, all over again, but this time it's mortgage rates.
Homebuilder stocks didn't see it then and they don't see it
AND that spells opportunity on the SHORT side.
Jan 12, 2023
Retail is leveraging and buying like there's no tomorrow. Insiders are still selling. Some one is right and someone is wrong. Perhaps we'll find the answer in the most recent CPI report? Stay tuned it should be fun.
Jan 6, 2023
We start the year with a new title and a new focus. 2022 has made me realize, that no matter how you describe the BS in the world, at the end of the day, "It's Always About Money."