From Con Air to Corsair in One Generation

28Dec11:32 amEST

Three Card Monte Market

Even with some growth/momentum monsters this year like FUBO and TTD getting hit hard this morning, the money is simply shuffling around to crypto plays and various SPACs, mocking the entire notion of waiting for a lower risk entry for longs as issues like RIOT pop relentlessly. This sort of speculative fervor has been seen intermittently in...

27Dec11:39 amEST

Weekend Overview and Analysis 12/27/20 {Video}

The following video is a brief, condensed version of the full-length Weekend Video Strategy Session which I present each weekend to members of Market Chess Subscription Services. In the longer version, I offer tons of actionable trade ideas, educational content, and in-depth objective analysis across all markets. Please click here for more...

24Dec12:10 pmEST

Later on, We'll Conspire

The market is flipping red as I write this, with a shortened Christmas Eve session likely being all the liquidity-driven excuses needed for some mild profit-taking and a general respite from a fast and furious bull market. Right now, The Fed seems like they own the universe. And many highly educate and highly intelligent people can point to...

23Dec10:45 amEST

Distracting Spectacles

The breathtaking moves in many SPACs, not to mention the likes of FUBO MVIS, among many, many others of late is understandably stealing the show for most growth-oriented market speculators. And the fact that we are in the holiday home stretch of 2020 only adds fuel to that fire, with many looking for the proverbial cherry on top of the historic...

22Dec3:58 pmEST

Stock Market Recap 12/22/20 {Video}

Enjoy the video, and enjoy your evening.

21Dec3:55 pmEST

My Winter Vision Versus the Consensus

To follow-up on a blog post and running thesis of mine, the tweet, below, by Lisa Abramowicz of Bloomberg points out consensus on The Street for rates on the 10-year Note for 2021. A slight rise is projected across the board, pretty much without exception. As per my previous work on this topic, I therefore have growing conviction in either no...

21Dec11:10 amEST

Hit-and-Run Holiday Trading

SmileDirectClub (SDC), still one of the more heavily-shorted names in the entire market, in addition to GameStop (GME), is off to a noticeably hot start to this holiday week today despite some sticky initial broad selling. We noted SDC both with Members over the weekend as a squeeze idea as well as in the free overview video yesterday. That...

20Dec11:47 amEST

Weekend Overview and Analysis 12/20/20 {Video}

The following video is a brief, condensed version of the full-length Weekend Video Strategy Session which I present each weekend to members of Market Chess Subscription Services. In the longer version, I offer tons of actionable trade ideas, educational content, and in-depth objective analysis across all markets. Please click here for more...

18Dec12:26 pmEST

Yakety Yak, Don't Talk SPAC

One way to think about the various cycles we have seen in recent years across a variety of markets, be it crypto, software growth, chips, bios, and now the bonanza in "SPAC" plays can be traced back to, of course, The Fed. With an extended period of easy monetary policy and the psychology adopted by markets that The Fed will be akin to a...

17Dec11:06 amEST

From Con Air to Corsair in One Generation

No time to lament "kids these days," opting for e-sports and gaming in general over real-life action. It simply is what it is, and the younger generation will continue to crave the latest technology advancements pertaining to gaming, including the interesting e-sports niche (See Also: GMBL stock). But Corsair Gaming has been around as a...