Friday Investment Talk: Semiconductors, Inflation, Bonds and Biotech
The global semiconductor shortage calls for capital investments. Commodity inflation is here. CPIs are low still, but long bonds sell off. Biotech is a sweet spot.
March Seasonality: Volatility Returns
March has a tendency to be rather volatile – weaker in post-election years than normal. Saint Patrick’s Day and Triple Witching Options Expiration Week offer certain interesting trade opportunities.
Stock Research: More Gambling
A deep dive into an up and coming esport betting company.
Trade Idea: Bring Value Back
This company has leveraged up in the low interest rate environment. It has also led a green update in its industry. As commodity prices rebound, this deep value play could see huge gains.
Friday Investment Talk: Bitcoin, Marijuana, and UK Value
A wild week for marijuana, bitcoin and ‘meme’ trading. The UK market is viewed as undervalued after Brexit.
Semiconductors for Autos
With chip shortages hurting automakers production levels, especially in the EV marketplace, these semiconductor companies stand to gain.
Stock Research: Semiconductors
Two semiconductor stocks are technically set up to run after clearing good earnings reports.
Stock Commentary
We update some notes on 20 stocks that we have covered on our blog and Telegram channel. Many present very compelling opportunities right now.
Friday Investment Talk: Stocks, February Market, Commodities
We cover stocks recently moving higher, including large cap names. We take a quick look at the February market and a longer term look at commodities.
Trade Idea: Stealth Commodity
In a video, an analyst lays out the technical case for a major Canadian commodity player that enjoys 2-year price highs for its product while volumes expand.