M-I-C-K-E-Y M-O-U-S-E! Ah the joyous sound of children singing that song. This is one of the many reasons why the Mouse House is billed as […]
EV Squeeze in Focus
Electric Vehicles were hot thematic plays in 2020-21. That came to a screeching halt as production lines were impacted by semiconductor shortages and a Fed […]
AMD Earnings: May Seasonality a Positive for Semis
Semiconductors are a curious case for the market. The group has enjoyed a long cycle of demand and grown at an incredible pace. However, investors […]
Is this Rally Sustainable?
Markets ripped higher in late trade on Wednesday. The move came in response to a question posted to Fed Chair Jerome Powell at his press […]
Oversold Candidates to Watch Post-Fed
Markets are under significant selling pressure. The Nasdaq entered bear market territory following its April swoon. Sentiment remains negative as evident by the sub-40 Relative […]
Earnings Review- Start Creating Your Stock Shopping List
We enter the heart of Q1 earnings season with the VIX trading above 30. The combination of headline noise with skittish market sentiment sets up […]
Can Big Tech Earnings Save the Day?
Markets are under pressure as we prepare for the busiest week of earnings. Over the next five sessions, 167 companies from the S&P report Q1 […]
Three Cybersecurity Stocks for Your Portfolio
In 2019, the NotPetya cyberattack cost U.S. multinationals approximately $10 billion in damages. NotPetya was malware used by Russian hackers to attack Ukraine, but it […]
Is Netflix the new Blockbuster?
Netflix’ takeover of Blockbuster as the go-to video platform for consumers is one of the most popular case studies for business academics. It was a […]
Netflix Earnings Coming Up
Key Earnings You Must Watch Earnings season is upon us. Markets have been battered with cautious macro headlines over the past couple of months. Bears […]