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Latest Insights on DF

The Oil Service Sector Is Set for a Huge Rebound Even with the recent run-up in oil prices, big service companies are at their lowest prices since 2003. There was massive underinvestment in the industry in recent years. Matt Badiali explains how that creates the opportunity for a huge windfall — if investors know where to look. (4-minute ready)
Forget tech stocks, and especially the FAANGs. Instead, buy defense stocks such as the BULLs — defense biggies Boeing, United Technologies, L3 Technologies and Lockheed Martin. Defense Stocks Are Soaring — Buy the BULLs Forget tech stocks, and especially the FAANGs. Instead, buy defense stocks such as the BULLs — defense biggies Boeing, United Technologies, L3 Technologies and Lockheed Martin.
Google is profiting by treating customers differently. This is the kind of behavior that attracts the attention of regulators. Understandably, Google is under scrutiny. Google’s Antitrust Problems Set up This Low-Risk Strategy Google is profiting by treating customers differently. This is the kind of behavior that attracts the attention of regulators. Understandably, Google is under scrutiny.
Trade War Part 2: Interest-Rate Cut Boogaloo
by Joseph Hargett June 5, 2019 Great Stuff
The U.S.-China trade war has entered phase 2. The first phase was hiking tariffs and trying to see who would blink first. But neither side blinked. In fact, China called the U.S. on tariffs and backed out of trade negotiations in May amid some pretty strong rhetoric. Now, with both countries feeling the tariff effects, […]
Can Tesla Investors Handle the Truth?
by Joseph Hargett May 20, 2019 Great Stuff
Tesla Inc. (Nasdaq: TSLA) is in trouble and could really use its own Lt. Daniel Kaffee right now. Investment firm Wedbush analyst Dan Ives just issued a “code red” on the electric vehicle (EV) maker, citing a host of concerns. We were going to ask Wedbush for an interview, but we have deadlines to keep. If […]

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