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2 Inflation Losers, and 2 Big Winners August 24, 2022 Investing, Trading Strategies, True Options Masters High inflation is driving widespread changes in consumer behavior — and it's handing us plenty of trades...
Only AMAT-ter Of Time; Blue-Chip Dividends & Deere Necessities August 19, 2022 Great Stuff Friday Four Play: The “His Applied Materials” Edition Great Ones, it’s no secret that the tech sector is in shambles right now. A shadow of its former market-domineering self. Even semiconductor stocks — the linchpins of the tech sector — are taking a massive beating. But as Douglas Adams once wrote: “Don’t Panic!” After all, […]
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 […]
July Retail Sales Were Flat As Inflation Climbs August 17, 2022 Great Stuff Moving In Retail Life’s the same. I’m moving in retail. Life’s the same except for gasoline. Life’s the same. We’re shakin’ like tremolo. Life’s the same, or so the analysts say… Great Ones, the latest and greatest on U.S. retail activity from the Commerce Department hit today … and according to analysts: “Everything’s perfectly all […]
The Chip Stock Albatross: Semiconductor Stocks Fall Short of Q2 Earnings August 9, 2022 Great Stuff Conjunction Junction … Chips Don’t Function Great Ones, today we’re hooking up phrases and clauses that balance, like “out of the frying pan and into the fire,” or “He cut loose the sandbags, but the balloon wouldn’t go any higher.” Getting your Schoolhouse Rock! on today, Mr. Great Stuff? You’re darn tootin’. And it ain’t even […]





