With a Blue Wave Likely, is Big Tech in Trouble? Christopher Wood·November 2, 2020With a Democratic vistory as the base case, should big tech be worried?...Global Strategy·0 Comments·
We Are Witnessing the Beginning of the End of the Deflationary Era Christopher Wood·October 26, 2020The deflationary era will die off with the virus. Owning cycical stocks is the way to play the...Global Strategy·0 Comments·
What Happened to Fastly Stock? Scott Willis·October 19, 2020Fastly stock was down 30% in one day last week. We tell you what the @&#^$ happened and...Investing·0 Comments·
Expensive Green New Deal will Drive Energy Prices Higher not Lower Christopher Wood·October 19, 2020The renewable energy sector is setting up for an epic cycle of overinvestment and boom/bust. Higher oil prices...Global Strategy·1 Comment·
The Virus is Burning Itself Out, Buy Stock Market Weakness Christopher Wood·October 13, 2020COVID-19 not Kamala is the best running mate Joe Biden could hope for. With the virus burning out,...Global Strategy·2 Comments·
Markets & COVID-19: Dave Collum – Prof. of Organic Chemistry at Cornell Thomas George·October 9, 2020Grizzle interviews Dave Collum, Prof. of Organic Chemistry at Cornell; an engaging chat about markets, gold, covid-19 and...Millennial Markets·0 Comments·
Asana Stock Guide – Collaboration Disruptor or Just Another Free Trial? Scott Willis·October 7, 2020Your guide to investing in Asana. The business, the financials and most importantly, whats it worth?...IPO Guides·0 Comments·
Developed Market Bonds are Dead Money, Buy Discounted Cyclicals Christopher Wood·October 6, 2020Yield curve control and inflation on the horizon make it clear that develped market bonds are dead money....Global Strategy·0 Comments·
China Offers Safety in a World of Central Banks Gone Crazy Christopher Wood·September 29, 2020China's restraint on Monetary and Fiscal Policy make it a compelling way to trade the reopening of the...Global Strategy·0 Comments·
