Trading Ideas

This morning a strong Super Tuesday showing from Joe Biden – which included a series of key wins in southern states like Virginia, North Carolina and Arkansas – brought his delegate total to 566 (which is ahead of Bernie Sanders’ total of 501).
In response, the markets opened the day higher – and extended those gains throughout lunchtime.
But when it comes to this upside reaction, the more important part (in my view) is the fact that Elizabeth Warren suffered some key losses, which indicates that a concession from her campaign could be coming soon.
As you know, Warren is no Wall Street …read more […]

Investors will be paying close attention to initial jobless claims data and Costco earnings Thursday. …read more […]

The Federal Reserve’s emergency decision to slash interest rates this week in response to the coronavirus outbreak was actually fairly straightforward, policymakers said, as economic risks piled up fast and confidence faltered. The Fed has a handful of options. The Fed is one of the few central banks among the world’s advanced economies to have room to lower rates and still keep them above zero. …read more […]

Lawmakers in Washington DC are considering a range of options to combat what critics describe as failed safety culture at The Boeing Company …read more […]

The global coronavirus outbreak has shown no signs of slowing down, with the worldwide total of new cases topping 94,000 and claiming over 3,200 lives. …read more […]

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United Airlines Holdings Inc is slashing its flying schedule and implementing a series of cost-cutting measures in some of the most drastic actions by a U.S. airline to date as the spreading coronavirus has depressed air travel demand. The steps followed a meeting between U.S. President Donald Trump and the heads of major U.S. airlines including United at the White House on Wednesday, where they discussed the impact of the coronavirus crisis on the industry. In a letter to employees, United said it was reducing U.S. and Canadian flights by 10% and international flying by 20% in …read more […]

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A massive shift is underway.
Money is flooding out of fossil fuels… and into renewable energy.
And it’s happening faster than some analysts realize.
According to some estimates, the big fossil fuel companies are betting demand for their products will continue to rise until the 2040s.
But I think the peak in fossil fuel demand is going to happen in this decade.
That’s 20 years sooner than predicted. And the money is already starting to move.
Take a look…

Investors who put money in the Energy Select Sector SPDR Fund (NYSE: XLE) in January 2019 are down more than 15.7%.
Those who bet on exploration and production companies …read more […]

I’ve always been a big fundamentals guy. Unlike Silicon Valley, I’ve always preferred smart growth to dumb hypergrowth.
So what I’m about to tell you might shock you…
Silicon Valley investors have gone too far in trying to make up for their sins. They want to see profits NOW. And they’re not investing if they don’t.
In what world do venture capitalists (VCs) refuse to fund early-stage companies growing 30% every month? It’s happening right now in the San Francisco Bay Area.
Companies in the midst of Series A or Series B raises had better be profitable or anticipating profitability. Otherwise, the VCs won’t …read more […]

There’s little employees can do, legally, to force their employers to pay their wages or to hold their jobs if they insist on either skipping work or working from home over fears of contracting the illness, …read more […]

The AFL-CIO is “still evaluating” and “still asking the tough questions,” Trumka told Yahoo Finance. …read more […]

As the cannabis sector gained popularity with investors back in 2018, the Canadian stocks garnered far more interest from investors than their U.S. counterparts. The ability of Canadian companies to list on major stock exchanges and their grand global aspirations sent those stock prices soaring. Even after a year of disappointments in Canada, the U.S. stocks still offer far better values for new investors.For 2020, analysts forecast the U.S. cannabis space to dominate the global cannabis markets in term of revenues. More than 50% of the global sales will occur in the U.S. with expectations for the country generating up …read more […]

Biden’s remarkable revival puts Trump on defense. …read more […]