Investing
Fed Yield Curve Control will Drive the US Dollar Lower and Valuations of Growth Stocks Higher
Barbell Strategy of Cyclical & Growth Stocks The base case remains that cyclical stocks will enjoy renewed outperformance, as they…
COVID-19 Data Fades While US-China Tensions Flare Up
US COVID-19 Data Improving Attention remains front and center on the data for cases and deaths in America. In the…
The Weekender – August 9th
THE CHINA MONEY PRINTER IS IDLE, OVERWEIGHT CHINA Grizzle strategist Chris Wood lays out all the reasons why China's equity…
Alteryx Q2 results beat top and bottom line, but Weak Guidance Sends Stock into Freefall
Alteryx, Inc. (NYSE: AYX), a leading provider of end-to-end analytics platform released their second quarter fiscal 2020 earnings that beat…
Roku’s Q2 earnings Beat top and bottom line but Guidance on Ad Revenue Dissapoints
Roku, Inc. (NASDAQ: ROKU) the video streaming platform report their second quarter fiscal 2020 earnings that beat analyst expectations, yet…
Twilio’s Q2 Earnings reported EBITDA falling short of expectations in the midst of growing market share
Twilio Inc. (NYSE: TWLO) , one of the leading providers of cloud communications platforms reported their second quarter fiscal 2020…
The China Money Printer is Idle, Overweight China
China's Policy Driven Bull Market The Chinese stock market has resumed rallying since the start of the current quarter helped…
Grizzle Live – Amazon & Agnico Eagle Earnings
https://www.youtube.com/watch?v=Lds2y7ZLAXU Amazon Amazon has already proven its a winner, and is getting a huge tailwind from Covid-19. Our play was…
Atlassian Posts Q4 Earnings Beat, but Guidance Dissapoints
Atlassian Corporation PLC.(NASDAQ: TEAM), a leading provider of team collaboration and productivity software reported fourth-quarter fiscal 2020 earnings that disappointed…
Teladoc’s Q2 earnings had mixed results, but growth potential presents a buying opportunity
Teladoc Health Inc.(NYSE: TDOC) , a provider of virtual healthcare services reported their second quarter fiscal 2020 earnings that beat…