Posts
Are Rising Fuel Prices Quietly Crushing Transport Stocks?
Earlier this week while scanning the markets, I noticed something interesting, transport stocks were consistently showing weakness while energy prices kept pushing higher. That contrast immediately caught my attention because sectors like airlines and cruise companies tend to react quickly when fuel costs start rising. Looking deeper, it became clear …
Since oil is going to 350+, you must do your research NOW.
If you missed the initial move its alright, oil and gas stocks are actually in extreme value territory still. in major oil bull markets they make moves of 1000-2000% so +60% on the year will in hindsight be seen as part of the bottom formation. don't get left behind, this …
I started reading SEC 8-K filings before every trade. Here's 3 times it actually mattered this week
Not sure if anyone else does this, but I've been spending way too much time on the SEC EDGAR database lately - specifically tracking 8-K filings in real time. For those who don't know, companies are legally required to file an 8-K within 4 business days of any "material event." …
Semiconductor Selloff - Which stocks to buy?
We’ve all seen the semiconductor and semi materials selloff happening recently to stocks like $TER $AMAT and $LRCX, if this amps up to sell down as much as software did, which names do you think would be the winners if they eventually rebounded in the same fashion software has begun …
PBR.A and why it's the big oil play for Monday
I'm about to explain why PBR.A, otherwise known as Petrobras, is the new big play in oil, imo. Some of you might be aware that there's a war going on in Iran. Despite that a lot of the focus is inexplicably about what China is going to do about their …
for others here who use fidelity, what do you think about the quality of the research and analyst ratings that they provide for stocks?
Hi all, As the title says, I am curious what experienced investors here who have fidelity think of the research that they include? I am referring to the "sentiment" and "analyst ratings" sections, including the "opinions and reports" that they provide in the analyts ratings section. I am a novice. …
Private credit and Life insurance
Just watched Steve Eisman interview an insurance auditor about the shady accounting in the private credit, private equity, and insurance markets. It seems they have traded circularly with risky products and practices. Has anyone else been keeping up with this? Blackrock, blue owl, and others have begun freezing accounts.
Likelihood of a withdrawal restriction at an institution like Fidelity or Vanguard?
Just plain curiosity borne of my own ignorance. What are the chances or possibilities of these institutions doing the same thing we’ve just witnessed with Blackrock? Thoughts you may have about the security of your funds going forward?
Novo and Hims to sell obesity drugs together as feud ends, Bloomberg News reports
Short float is around 40% are we going to see a GME style SS? March 6 (Reuters) - Wegovy maker Novo Nordisk plans to sell its weight-loss drugs on Hims & Hers Health platform, bringing an end to a dispute between the two companies that escalated into a legal battle …