Latest Insights on SEV
Pigs to Matchsticks: Inflation Then and Now
August 25, 2022 Investing, Mike's Macro View, Trading Strategies, True Options Masters
Since 1980, inflation has averaged 3%. Not as bad as wartorn China, but it can still destroy your retirement if you're not careful... Peloton Gets Amazon’ed, Petco’s Not So Pawesome, Retail Recliners
August 24, 2022 Great Stuff
Ride Through The Jungle Whoa, thought it was a nightmare. Lord, it was so true. They told me don’t ride your stationary bike slow. Peloton’s (Nasdaq: ) on the loose. Better run through the jungle? Great Ones, Peloton’s back. Back again? Yup. Shady’s back, but you don’t have to tell a friend … Amazon will […] Corporate America Needs to Go on a Diet — Fast! All of a sudden, we’ve gone from a strong economy to a corporate America that is out of shape.
A Recession Is the Best-Case Scenario
August 23, 2022 Investing, Mike's Macro View, Trading Strategies, True Options Masters
While economists squabble over the technical definition of a recession, Mike Carr sees something far worse looming on the horizon... Buying BJ’s Wholesale, Chipmaking At Wolfspeed & Walmart Supports “Creators”
August 18, 2022 Great Stuff
What’s Grocer Than Gross? Hey, Great Ones! Y’all remember how we talked about how the entire retail sector is struggling due to soaring prices and sapped consumers? I mean, I hope you remember. It was yesterday. Well, apparently, not all retailers are created equal. For example, BJ’s Wholesale Club (NYSE: ) just entered the earnings […]