Transcript Archive

All Eyes on Big Banks

A particularly important earnings season kicks off tomorrow, one that could send stocks rocketing upwards or sinking lower into the depths of a recession. All eyes are on earnings, but I want us to pay particular attention to banks which will start reporting Thursday morning. I think banks are going to surprise analysts this season…

Continue Reading All Eyes on Big Banks

This is Not the End of Oil

Oil, energy… it’s all down. That’s a fact. Recession talk has pushed the West Texas Intermediate (WTI) crude oil prices below $105 per barrel this past week – the lowest price we’ve seen since early May. Similarly, energy stocks have taken a beating because of recession fears. Over the last month, United States Oil Fund…

Continue Reading This is Not the End of Oil

Shares Spike on Rumors of Credit Suisse Takeover – My Advice, Don’t Fall for It

I don’t usually comment on the same stock two weeks in a row, but recent news about Credit Suisse (CS) had many of you asking for an update to last week’s Buy, Sell, or Hold. Rumors are swirling that U.S. bank State Street Corp. (STT) may takeover Credit Suisse. Now, I’ve gone on the record…

Continue Reading Shares Spike on Rumors of Credit Suisse Takeover – My Advice, Don’t Fall for It

Biden’s Move to Ramp Up Solar Energy Creates Your Next Profit Play

Knowingly or not, President Biden has just set up what I believe to be solar’s next big run. Over the weekend, Biden decided by executive order to incorporate the Defense Production Act to increase solar panel production in the United States. Tariffs on foreign solar equipment have been suspended, some for two years, to ensure…

Continue Reading Biden’s Move to Ramp Up Solar Energy Creates Your Next Profit Play

The Fertilizer Company Pushing Back Against the Grain Crisis

We are in the middle of what some are calling a “grain crisis.” Staple crops like corn and wheat, if farmers can plant them at all, are struggling under severe weather conditions. Canada’s “Corn Belt,” for example, is experiencing an unseasonably hot and dry spring with temperatures reaching 90 degrees Fahrenheit for days on end,…

Continue Reading The Fertilizer Company Pushing Back Against the Grain Crisis

Don’t Follow the Crowd: AMZN Is Still Investment Worthy

The supply chain nightmare is catching up to e-commerce heavyweight Amazon.com (AMZN). This time last year, analysts’ consensus estimates put AMZN’s earnings per share (EPS) at $15.79. In anticipation of this Thursday’s earnings report, that estimate fell 40%. That’s a huge year-over-year crunch – one that made some investors sell one of the best long-term…

Continue Reading Don’t Follow the Crowd: AMZN Is Still Investment Worthy

China is ‘Uninvestable’? Not When This Tech Stock Has a 100% Profit Potential

Last year, some analysts condemned Chinese stocks listed on U.S. exchanges as ‘uninvestible.’ But I didn’t buy that claim. Yes, Chinese regulators had sent a clear message to those companies: You can’t do anything we don’t want you to do. You can’t share data with anyone we don’t want you to. And if you do,…

Continue Reading China is ‘Uninvestable’? Not When This Tech Stock Has a 100% Profit Potential

Close the Books on Deutsche Bank, Put Your Money Where It Really Counts

Russia’s unprovoked invasion of Ukraine has made waves throughout the world, politically and financially – and they are taking their toll. It is looking grim for European economies and a recession may be on its way. In the last week, German economists have urged business and households to dramatically cut back their energy use. Christine…

Continue Reading Close the Books on Deutsche Bank, Put Your Money Where It Really Counts

This FAANG Stock Might Be Down, But Revenues Are up – Making It a Clear Buy

Last year was huge for growth stocks. But since then, for one reason or another, many have seen their all-time highs crumble under the pressure of inflation, rising interest rates, and a whole slew of other factors. Not even the big-name FAANG stocks are safe. But stock prices are not always reflective of how a…

Continue Reading This FAANG Stock Might Be Down, But Revenues Are up – Making It a Clear Buy

Metaverse ETF Shorts Facebook Despite Promise of 30% Gains (What They Got Wrong)

Meta Platforms Inc.’s (FB) reputation is under fire. This week, my inbox was flooded with questions about the stock after Michael Auerbach of Subversive Metaverse ETF (PUNK) announced the ETF’s permanent short position on FB, despite going all-in on everything else metaverse. That’s a bad move, Mr. Auerbach. Sure, Meta has had a rough start…

Continue Reading Metaverse ETF Shorts Facebook Despite Promise of 30% Gains (What They Got Wrong)

Buy this Mining Corp Before Stagflationary Fears Become Reality

Right now, consumer demand strong, the economy growing, and employment is on the rise… But that won’t stave off stagflation very much longer. A high inflation environment and a slowing (or stagnant) economy are right around the corner. Add that to the Fed raising rates this month and it’s not looking good for stocks. Well,…

Continue Reading Buy this Mining Corp Before Stagflationary Fears Become Reality