That’s the argument of Chris Cole of Artemis Capital in a very interesting Odd Lots podcast with Tracy Alloway.
Data points flash warning for the market
We’ve noted that recent valuation data suggests...
This month marks the 20th anniversary of the Invesco QQQ Trust (NASDAQ:QQQ)— the NASDAQ ETF—one of the most profitable financial products ever invented. If an investor allocated $100 each week to the...
Indicators from price action are different from engineering signals
But if you’ve ever used any of Welles Wilder’s—the inventor of RSI, Parabolic SAR and Average Directional Index—tools for more than...
FAANGs blow away their numbers but market reaction muted – why?
Triple plays only get half the benefit of the ten year average reaction
Stock markets are upper range of valuation
Time for stock...
What is FedNow?
How will it work?
Why is it so badly needed?
Can the US financial system finally enter the 21st century?
In yesterday’s FOMC presser Fed Chair Powell, in responding to a question...
Apple is expected to announce record earnings
Option markets are betting that all the good news is built in
Investors want buybacks and dividend raises
Apple has history of sandbagging markets
Apple...
What will the quarterly numbers be?
What’s going on in Germany?
How serious are the problems in China?
The Status of Battery Cells?
Can TSLA Maintain Market Share?
With Tesla (NASDAQ:TSLA) due to...
In order to perfect one setup you need to find it first
Discovery is an organic process
Refinement requires focus on one instrument
Speculation is observation and execution put together
In order to...
What is CBDC?
Cash is inefficient
The use of CBDC eliminates anonymity
CBDC provides a dizzying array of new policy choices
CBDC—a matter of when not if
In recent weeks the media focus on central...
Crypto cracks over the weekend offer a pairs trade idea
Long BTC/USD vs. COIN stock
COIN stock grossly overvalued
Insiders sell most of their allowed holdings
The pairs trade provides a hedged bet on...