Armed for an Economic War

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...

16Dec4:28 pmEST

Stock Market Recap 12/16/20 {Video}

The following video is a brief, condensed version of the Stock Market Recap which I present each evening 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. If you enjoy my videos and blog posts, then please...

16Dec11:49 amEST

What's the Real Consensus for Real Rates?

It's that time of the year again, to be sure, where turning on financial news television means most guests are questioned about their outlooks for the new year. Certainly, given everything that has happened in 2020, there is much to opine on for 2021 in markets. But I have noticed the topic of rates to be a hot one of late. And it is fair to...

15Dec4:24 pmEST

Stock Market Recap 12/15/20 {Video}

The following video is a brief, condensed version of the Stock Market Recap which I present each evening 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. If you enjoy my videos and blog posts, then please...

15Dec11:20 amEST

Armed for an Economic War

I see Warren Buffett is out this morning opining that the current landscape is akin to an "economic war," as he was specifically referring to the lack of new PPP for small business owners and, generally speaking, most people not named Jeff Bezos. For those traders who recall 2008, Buffett actually sued the same language, word-for-word, to...