Market Insights

This week we’re swapping the stock charts on our screens for endless reruns of Home Alone, Grinch, and Die Hard with our families. That’s why we’re dusting off an old Christmas post Chris wrote back in 2010 (gosh, has it really been 11 years?!). It’s a deep dive into Santa’s

The below list (h/t to @silverguru22) caught our attention this week. It shows the performance — or rather underperformance — of the stocks CNBC host Jim Cramer urged the unsuspecting rubes investors to buy earlier this year. Most of these stocks were high-flying “growth” names completely disconnected from fundamentals. Not that that

Our friend Tim Staermose shared this chart in the Hedgie Watercooler Telegram group (click here to get free access to the group). After mimicking the Nasdaq during the dot-com boom, Cathie Wood’s ARK Innovation ETF (ARKK) — the poster child of the current growth wave — seems to be also following

High up in their ivory towers, the pointy shoes just realized what most of us have known for some time — high inflation is not as transitory as they have spent months convincing us. Quite a 180 from earlier this year: Federal Reserve Chairman Jerome Powell said prices would rise this

  URANIUM: NO LONGER THE KODAK OF ENERGY When we first started pounding the table on uranium years ago, the yellowcake was the Kodak of energy. Dead. Here’s how Chris captured the sentiment around uranium at the time: Right now the uranium price is so depressed that it will require a near

Last week we highlighted a SPAC merger deal involving an electric vehicle startup and a lingerie maker as a sign of how out of whack the market is right now. Well, this week we bring you another head scratcher: Rivian, a high-flying EV company pimped as the next Tesla. After

Few things describe today’s market better than this proposed “marriage” of a lingerie company with an electric vehicle startup: Would this kind of stuff be happening if interest rates weren’t forced to historical lows? We think you know the answer…   REMEMBER THE SPAC BOOM? The above merger is just the