Latest Insights
Trading Desk: Fear Walks, Money Talks
We’ve talked a lot about walls of worry in the last few months as Wall Street fixates on every possible sell signal: long-term yields are
IPO Corner: The Exploitation Of Space
All throughout history, intelligent men have reminded us that, in this life, the only constant is change… intelligent men like Heraclitus and Benjamin Franklin. Today,
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GreenTech: Burn Food For Fuel
Humans are wasteful (sorry, we know that’s hard to hear). Today, we’ll focus on our food waste. That’s because it constitutes about 10% of the excess bad stuff in the atmosphere that’s making us all so miserable, like carbon dioxide (CO2) and methane (CH4). Since
Trading Desk: The Bear Went Too Far
Many of our positions have been rebounding so robustly that some investors scared by last year’s bear market are having uncomfortable flashbacks. “Is this a bubble,” they ask themselves. “Are these stocks swelling up too fast for their fundamentals to support?” In my opinion, the
Trading Desk: No Fed Shock Coming
There’s no Fed dread out there. In fact, there’s less than there was a month ago, when bond yields started climbing. Anything you hear otherwise is not anchored in market reality. I know this because the rate futures market now puts a 2% probability on
GreenTech: Flood Warning For Global Warming
In the eastern Libyan city of Derna, heavy rains cause mass flooding, displacing thousands. In Greece, record rainfall impacts the islands of Crete and Evia. Rio Grande do Sul in Brazil sees sweeping waters touching the lives of over 100,000 people. Japan reels from pummeling
IPO Corner: Ghost Kitchens And More
After the Great Recession in 2008, the subsequent boom saw a heap of drive-thru places install a second window to process more folks. According to the National Restaurant Association, the number of fast-food restaurants with two windows went up by 20% in the five years
Trading Desk: The Right Stocks Are Rallying
Mighty AAPL has lost about $150 billion in market cap in the last few days . . . enough to keep the market overall under a cloud. It’s hard for the S&P 500 and the NASDAQ to recover their momentum in any meaningful way when