Saturday, August 15, 2020
Since the late 90s there has been one constant in the semiconductor world. I knew that anytime I looked at a chart of Intel (INTC), I could also pull up a chart of Advanced Micro Devices (AMD)…and it would be priced below Intel. As the rental car ad says, I don’t know if they were […]
In a year of unpredictable market action, perhaps the most eye-opening moves are occurring in electric vehicle (EV) stocks. EV companies like TSLA are all the rage right now. Just about any stock that has some relationship to electric vehicles sees a ton of action (in the stock and the options). Just look at what […]
Before the pandemic, the U.S. was already on a path to becoming a cashless society. Each year, more and more Americans come to rely solely on credit cards or smartphones to make payments. But, there is always that one place: the small store that is “cash only,” the gas station that charges less if you […]
The White House has put forth a preliminary proposal for an infrastructure bill that could add fuel to the fire the Federal Reserve is stoking in the stock market. Stocks like Apple (AAPL), already trading at all-time highs, should get an additional boost from spending. Under the $1 trillion plan, some of the money will […]
Despite a global pandemic and worldwide civil unrest, stocks have mostly gone up. The exuberance of investors is impressive, if perhaps misplaced. It certainly remains to be seen if the gains can hold up when the expected second wave of COVID-19 hits in the fall. Despite the large move in stocks (the Nasdaq just hit […]
The Great One took home the victory. And then, the Great Eight evened the score. An epic battle took place a few weeks ago between the greatest hockey player ever, and the upstartchasing his record. Fresh off of winning the Stanley Cup with the Washington Capitals, Alex Ovechkin took on Wayne Gretzky in a one-on-one […]
One of the big trends in stocks is buying companies that are likely to thrive in a work-from-home environment. With many offices closed and employees working remotely, companies like Slack (WORK) stand to gain a lot of business. Slack allows coworkers to communicate with each other individually or in groups, along with the ability to […]
One of the primary beneficiaries to the stay-at-home revolution brought on by COVID-19 is the video communication industry. In particular, Zoom Video Communication (ZM) has been on a tear in recent weeks as more and more people use the product for meetings, discussions, and chats. ZM was trading at new highs when Facebook (FB) announced […]
We are social animals. But what exactly does that mean when we can’t dine with friends at restaurants, share stories at the water cooler, or attend birthday parties, weddings, and family reunions? It means we find other ways to share our stories, thoughts, and opinions. Fortunately, we live in a time where even if we’re […]
The novel coronavirus does not discriminate. A prime minister can get COVID-19 just as easily as a convenience store clerk. But the impact of the virus on individual stocks has been extremely varied. There have been massive winners, massive losers, and other stocks that are basically trading where they were a few months or even […]
