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Latest Insights on SEV

Pigs to Matchsticks: Inflation Then and Now Pigs to Matchsticks: Inflation Then and Now August 25, 2022 by Michael Carr 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...
Welcome to Jungle Amazon Peloton partnership meme Peloton Gets Amazon’ed, Petco’s Not So Pawesome, Retail Recliners August 24, 2022 by Joseph Hargett 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 Corporate America Needs to Go on a Diet — Fast! August 24, 2022 by Charles Mizrahi Investing, Real Talk, Stocks 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 A Recession Is the Best-Case Scenario August 23, 2022 by Michael Carr 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...
Rearrange grocery store again meme Buying BJ’s Wholesale, Chipmaking At Wolfspeed & Walmart Supports “Creators” August 18, 2022 by Joseph Hargett 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 […]

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