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Category Archives: Uncategorized
A COVID Fear Gauge & Real-Time Economic Indicator
After giving some thought to our last post on Air Travel. we constructed our own chart with the data, which is pretty damn interesting, informative, and depressing. We have also added the Bloomberg chart on the collapse of international travel … Continue reading
Ten Stocks Accounted For > 50% Of S&P’s August Gains
Hat Tip: @NewSquawk
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The Good, The Bad, The Fugly Of COVID Consumption
A couple of very interesting and informative charts on U.S. consumption patterns during COVID from Patrick Zweifel at Pictet Asset Management. Definitely confirms our priors. Can’t find a fairly priced bike anywhere. .
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The Market For Whom The Bell Tolls
Does it get any louder than this or is this time different? The greatest and wealthiest investor in history has no clue, has lost his touch, and is one of those Idjit “permabears,” right?
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The Poster Boy Of The Current Mania
We concede that TSLA should have some option value for its battery tech moonshot but a 1,160 PE ratio? Come on, man! Toyota (TOY) currently trades at 8x earnings. Tesla makes an incredible product, in our opinion, the best automobile … Continue reading
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