Today, I'm going to talk about weaponizing global depression. That's right, global depression can be weaponized. The key to this dynamic is the asymmetries built into the global economy.One important asymmetry is energy, with exporting (producer) nations on one end and importing (consumer) nations on the other. A very small number of nations/regions occupy the middle: they export or import relativ...Read More
Sotera Health Company stock has seen volatility due to product liability and other legal claims against the firm. Click here for our take on SHC stock now.Read full newsRead More
We revisit Farmland Partners after an 18-month hiatus. The stock took a drubbing on Q4 2022 earnings results. Click to read why it's now on our watchlist.Read full newsRead More
Vista Energy, S.A.B. de C.V.Read full newsRead More
Grupo Televisa, S.A.B. (NYSE:NYSE:TV) Q4 2022 Results Conference Call February 24, 2023 10:00 AM ETCompany ParticipantsAlfonso de Angoitia - Co-Chief Executive OfficerPepe Antonio Gonzalez...Read full newsRead More
SHW is a long-term compounder and has crushed the market over the past couple of decades. Click here to read my analysis why I think SHW stock is a hold.Read full newsRead More
Aehr is among the smallest manufacturers in the ATE industry, mirroring its low, competitive moat. Click here to read my most recent analysis of AEHR.Read full newsRead More
Tesla, Inc. will hold an Investor Day on Wednesday, March 1st, and Elon Musk will present a Master Plan part 3. I predict what might be in that plan. Click here to read more.Read full newsRead More
Playa Hotels & Resorts N.V. (NASDAQ:NASDAQ:PLYA) Q4 2022 Earnings Conference Call February 24, 2023 11:00 AM ETCompany ParticipantsRyan Hymel - Chief Financial OfficerBruce Wardinski -...Read full newsRead More
MLI's revenue should be impacted in 2023 due to the declining residential and commercial construction. Click here to read my analysis of MLI stock.Read full newsRead More
Brady Corporation shares have seen a nice move higher over the past months. Are BRC shares a buy or a sell here? Click here to find out.Read full newsRead More
Alliant Energy Corporation (NASDAQ:NASDAQ:LNT) Q4 2022 Earnings Conference Call February 24, 2023 10:00 AM ETCompany ParticipantsSusan Gille - IR ManagerJohn Larsen - Chair, President and...Read full newsRead More
Caesars Entertainment is well-positioned to trade higher as its properties both in Las Vegas and US regionals are already showing strong growth. Click here to read more.Read full newsRead More
C.H. Robinson Worldwide provides freight transportation services, and related logistics and supply chain services worldwide. Read my analysis of CHRW stock.Read full newsRead More
The case for raising equity allocations when interest rates were close to zero was easy. After a year of interest rate hikes by the Federal Reserve, the calculus is more complicated.Read full newsRead More
California Resources Corp (NYSE:NYSE:CRC) Q4 2022 Earnings Conference Call February 24, 2023 1:00 PM ETCompany ParticipantsJoanna Park - VP, IRMark McFarland - President, CEO &...Read full newsRead More
Focusing on the closing prices, I believe we're in an A-B-C correction from the peak at ~109 on December 7. The daily RSI in TLT is heading towards an extreme oversold level of 30.Read full newsRead More
United Overseas Bank Limited, together with its subsidiaries, provides banking products and services. Click here to read my analysis of UOVEY stock.Read full newsRead More
Enovix has been on a downtrend since production delays were announced early last month. Read more here.Read full newsRead More
Pembina Pipeline's Q4 results generally showed the stability that we have come to expect for this company. Read more on what's next for this steady dividend payer.Read full newsRead More