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Tesla Gets DHL Deal

Tesla Gets DHL Deal

Tesla Inc. (TSLA) designs, develops, manufactures, and sells electric vehicles and stationary energy storage products. It operates primarily in the United States, China, Norway and internationally. Tesla Inc., formerly known as Tesla Motors Inc., is headquartered in Palo Alto, California. We have followed Tesla for a while now, interested by their battery technology and space program, […]
Dexcom Rises After UnitedHealth Announces Partnership

Dexcom Rises After UnitedHealth Announces Partnership

Shares of Dexcom (DXCM) are higher today after UnitedHealth (UNH) announced at its investor conference this morning that it is partnering with the company to advance Dexcom’s “smarter, less invasive way of continually monitoring blood glucose throughout the day.” Optum plans on enrolling nearly 10,000 participants in a pilot in the next few months, UnitedHealth […]
Large Caps (Financials) Make The Jump Against Tech

Large Caps (Financials) Make The Jump Against Tech

In the end, it wasn’t Tech to surprise with an acceleration past its bullish rising channel but the S&P and Dow with fresh breakouts. A confluence of positive data fueled the advance in Large Caps along with a dollop of short covering. Tuesday’s action ranks as a breakout in this indices and brings into play new support […]
The Newest Fans Of Cybersecurity Investing

The Newest Fans Of Cybersecurity Investing

What problems keep the leader of the world’s largest mutual fund family up at night? According to Tim Buckley, the incoming CEO at Vanguard, there’s one concern above all others: Cybersecurity and the chance of getting hacked. With $4.7 trillion in assets and millions of account holders, no doubt the company is a juicy target. […]
Global Asset Allocation Update – Tuesday, November 28

Global Asset Allocation Update – Tuesday, November 28

There is no change to the risk budget this month. For the moderate risk investor, the allocation to bonds is 50%, risk assets 45% and cash 5%. The extreme overbought condition of the US stock market did not correct since the last update and so I will continue to hold a modest amount of cash. […]
Nasdaq Speculators Grow More Cautious

Nasdaq Speculators Grow More Cautious

Equities continue to reach record highs once again despite cautious positioning trend by speculators. The US dollar continues to underperform amid falling yield differentials and a growing concern of a flatter yield curve. Meanwhile, short-term momentum traders continue to fight USD weakness, while speculators increase bets in the euro, pound, treasuries, gold and oil. The […]
Capitalizing Potential

Capitalizing Potential

A massive amount of stock market capitalization is tied up in companies based on both their potential market share and hypothetical future profits. The popular arguments in their favor come from looking at a company’s total addressable market (TAM). Sky high price-to-earnings ratios and massive capitalizations are common in companies with a large TAM as […]
To The Moon! Natural Gas Rallied More Than Bitcoin (For Once)

To The Moon! Natural Gas Rallied More Than Bitcoin (For Once)

Today we take a look at an asset that rallied almost 5% day-over-day. No, not Bitcoin (which as we are writing this is up just 3.7%), but natural gas, which is finally realizing long-range cold weather risks. The December natural gas contract went off the board today after a massive jump.  The result was a […]
Stocks And Precious Metals Charts – Twilight Of The Gods

Stocks And Precious Metals Charts – Twilight Of The Gods

Know well whom and what it is that you serve, for that is whom you will love, and eventually become. I will be leaving a bit early today to take Dolly to the veterinarian for her annual checkup. The markets were rising steadily on the questioning of the new Fed chairman Jay Powell, and on […]
Financials Drive S&P Past Weekly Expected Move

Financials Drive S&P Past Weekly Expected Move

Stocks hit new all-time highs today settling right at the upper level of the expected move. Led by a big day with financials on news that the tax cut bill moved one step forward to passing.  Video Length: 00:08:58