Archives by Month:

Archives by Year:

XPO Logistics Inc. (XPO): Here’s Why Mar Vista Investment Partners Likes It

XPO Logistics Inc. (XPO): Here’s Why Mar Vista Investment Partners Likes It

Mar Vista Investment Partners, a California-based minority-owned investment management firm, is bullish on XPO Logistics Inc. (NYSE:XPO). In its Q4 investor letter – you can download a copy below– the firm discussed its investment thesis on XPO, noting that the market undervalues CEO Bradley Jacobs’ strategy and the company’s “unique collection of technology, software and data.” In this […]
Mapping The Top Export Of Every Country

Mapping The Top Export Of Every Country

In a global market with (mostly) free trade, it’s common to see economies that are very specialized, each producing specific goods based on the competitive advantages, incentives, and resources they have available. Whether those inputs are inexpensive labor, ample amounts of natural resources, or a surplus in engineering talent, countries can use these advantages to […]
The Market’s Nine-Year Itch

The Market’s Nine-Year Itch

On October 15, 2014, I wrote a piece called “When Something Itches, The Tendency is to Scratch It.” 4 years later, instead of a young and gorgeous Marilyn Monroe standing above the subway waiting for the breeze to lift her skirt, we have a plastic, painted cast of a voluptous woman who is starting to […]
E
                                                
                        S&P 500: Unfolding A Three-Wave Recovery

E S&P 500: Unfolding A Three-Wave Recovery

We are observing a three-wave recovery in the making, away from February lows, which can be labeled as blue wave B. That said, we can see first and second wave A) and B) completed, so current upward movement from 2648 level can be part of wave C), which can face limited upside and resistance around […]
Hot Options Report For End Of Day – Monday, March 12

Hot Options Report For End Of Day – Monday, March 12

Top tickers for end of day: AMD, CMCSA, GE, MU.
These Mega Market Caps Defect

These Mega Market Caps Defect

Video length: 00:17:48 Stocks ended the day mixed – the Dow was down, the S&P was flat, and the Nasdaq was higher. What gives? In this crucial video update we look at how the options market can’t get the pricing right and how investors are playing the shell game with the biggest stocks. Watch the […]
Weather Brings Natural Gas Back To Life

Weather Brings Natural Gas Back To Life

April natural gas prices were finally able to get moving today, registering their largest percentage daily move since February 20th as prices moved 1.7% higher on colder weekend forecast revisions.  This was a textbook weather-driven move, with the front of the natural gas strip leading prices higher.  Seen another way, increased weather-driven demand clearly moved […]
Stocks And Precious Metals Charts – The Primacy Of Conscience

Stocks And Precious Metals Charts – The Primacy Of Conscience

Stocks were led by a narrow group of big cap tech related stocks, with the NDX 100 driving all the gains. Tomorrow we will have the CPI data, which *could* move the market. Some of the yield related futures are pricing in a four rate hike year. A strong CPI number may encourage that. Gold […]
Don’t Dream It’s Over

Don’t Dream It’s Over

There is freedom within, there is freedom without Try to catch the deluge in a paper cup There’s a battle ahead, many battles are lost But you’ll never see the end of the road While you’re traveling with me……….    
3 ETFs To Benefit As Faster Rate Hike Worries Cool Down

3 ETFs To Benefit As Faster Rate Hike Worries Cool Down

The United States economy added more jobs than expected in February. However, wage growth slowed in the period, which led analysts to bet on gradual rate hikes by the Fed. As a result, multiple analysts argue that current concerns regarding the potential impact of high wage growth are being blown out of proportion and the […]