Weighing the Week Ahead: Which Stocks Benefit Most from Trump Policy Changes?

The economic calendar is normal, but there will be a lot of competing news – Korean talks, China negotiations, and the Trump legal team’s announcement about whether the President will meet with Special Counsel Mueller. And those are just the items we know about! Sometimes there are great themes that do not get the deserved […]

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Stock Exchange: Featuring Holmes and NKE — Energy and SCHW worth a look

Each week Felix and Oscar host a poker game. We listen in on current trading ideas in the few minutes before the game starts. They like to call this their “Stock Exchange.” I am the only human present, and the only one using fundamental analysis. Their methods are excellent, as you will learn if you […]

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Oil Prices and Stock Prices

Yesterday we wrote about the link between oil prices and energy ETF's, including stocks that should be responding to long-term expectations, not the front-month spot prices.  There is a lot of "floating storage" right now. There is an expiration effect, with a front-month imbalance.  Meanwhile, the effects drive down the prices of anything in the […]

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