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FedEx recently reported their earnings and it was abysmal… Obviously, there are always times when a company will miss the mark… But, there are porta potties that are less of a crap show. The EPS estimate was 5.10, and it came in at 3.44. Not just that– but they are no longer going to provide […]

While the rest of the market has been taking a dump there’s been a few little pockets of strength. Planet Labs is one of those names… It’s an interesting business model… offering “Satellite as a Service”. They’ve launched a number of small imaging satellites across the globe… So they can achieve scale by selling their […]

For a while now, I’ve been operating on the theory that most of the inflation being pushed through the markets was a “lag” from the early warning signs we saw in commodity price around this time last year. Basically, all the inputs went up at the same time, and the consumer prices took time to […]

Malls are getting hammered right now… along with office space and commercial in general. The e-commerce revolution is a very hungry caterpillar, chomping holes through the retail sector one bite at a time… But, there is an upside to a dying market like brick and mortar retail… Looking at the companies who weather the storm […]

Hey trader, What a difference 3 years can make! In September of 2019, you could walk around anywhere in the world and you wouldn’t see half the population with masks covering their faces. You could travel around the world without having to show what medications you recently had injected into your body. And you could […]

The European energy crisis is creating some really unexpected effects in the markets right now.  We’ve got “lopsided inflation” happening which is leading the Euro to sell off strong against the Dollar… But we’re just getting started, take a look at what’s happening with the Dollar against the Yen: The faster this moves, the more […]

The last 30 years… we’ve been living in an “unreal” world. The wealthy, well-developed corners of the globe have outsourced the hard work of manipulating matter and energy to the strivers. We let Russia pump the gas and China snap together the widgets… While wealthy economies hammered on the “ones and zeros” of the ethereal […]

It’s been a rough year for investors in coinbase. The company IPO’d at around $300 and the stock is currently trading around $65. It looks like Crypto Winter has come… and it might be a long one! Especially with the Fed reasserting their commitment to taming inflation (read: create a recession that destroys demand). Risk […]