Tesla Will Be Added to the S&P 500 (and May Soon be a Sell, or Even a Short)
Congratulations are in order for Tesla bulls: The S&P 500 Index Committee announced this week Tesla will be added to the S&P 500 in December.
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Thank Goodness I Screened This Stock
I promised you two more reopening stocks that popped up in our Green Zones. But I have something way more urgent to tell you.
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The ‘Other’ Reason Things are So Expensive
After years of allegedly no inflation, higher prices are making a roaring comeback. But it's not just because of the lack of computer chips. Global shipping is in complete chaos.
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The ‘Reddit Silver Squeeze’ is Not Likely to Succeed
When writing about the GameStop squeeze last week, we compared it to Fight Club on Wall Street, referencing the 1999 movie with Brad Pitt and…
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The 21st-Century Pearl Harbor Moment
Today, many of us already think of the COVID-19 pandemic as another tragedy that “will live in infamy.” And while the pandemic and Pearl Harbor are very different in many ways, one thing is clear. Historians will look back at both as the beginning of considerable changes to our society and economy.
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The Archegos Blow-Up was a Big Bank Bamboozle
The more we learn about last week’s blow-up of Archegos Capital Management — a family office that behaved far more like a gunslinger hedge fund…
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The Best Backdoor Play in Electric Vehicles Today
Today, I want to highlight some recent developments in the EV market and offer reasonable expectations for this industry in the years ahead.
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The Big Winner from U.S.-Iran Tensions Could be China
There are many potential losers from escalating U.S.-Iran tensions. But a big likely winner is China. The drama unfolding with Iran does at least…
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The China Coronavirus and Deadly Echoes of SARS
Wuhan, China is a city of 11 million people. That makes it bigger than any U.S. city, including New York and Los Angeles. Huanggang, a…
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The Chinese Government Killed the World’s Largest IPO
Last week, the U.S. presidential election consumed the world’s attention. This week, the potential for a game-changing COVID-19 vaccine dominated headlines and market action. But…
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