Investing in fast-growing industries is like sailing with the wind at your back. When a sector is young and vibrant, opportunities for ambitious entrepreneurs are practically limitless. And as regular readers know, marijuana is among the fastest-growing sectors in North America. To review, the legal cannabis sector grew from $1.5 billion in 2013 to $2.7 billion…
You know the weekend drill! These are all short positions in which I currently have positions (and are particularly favorite), and I’m sharing half of them with everyone and the other half exclusively for Slope Plus premium members. Enjoy!
Some traditionalist would say your home is your greatest wealth building asset. I would argue it is not. Others would say your income is your greatest wealth building asset. Thought there is a lot of truth to the statement, it is still not your greatest wealth building asset. So, what is your greatest wealth building asset?…
Some traditionalist would say your home is your greatest wealth building asset. I would argue it is not. Others would say your income is your greatest wealth building asset. Thought there is a lot of truth to the statement, it is still not your greatest wealth building asset. So, what is your greatest wealth building asset?…
Make no mistake, it’s been a tough year for the 2 and 20 crowd. Between an inexorable slump in commodities (which has led directly to a burgeoning HY crisis), the volatility that comes with pervasive monetary policy confusion, a “surprise” China deval, tail risk galore, and a variety of spectacular blow ups (see Ackman and Valeant),…
The US Federal Reserve finally raised interest rates in what was likely the most telegraphed monetary policy change in the last decade. Yet the Dollar finished somewhat lower all the same. Now what? Volatility is likely to fall considerably into the final two weeks of 2015, and as such our focus for this “weekly” forecast…
The USD/CHF currency pair has a 52-week range of 0.7406 on the low-end and 1.0328 on the high end. Now that the Fed has hiked interest rates by 25-basis points, we are starting to see some patterns taking shape in the currency markets. For example, everyone expected emerging market currencies to fare poorly in the run-up…
Things will be cooling down a little heading into the Christmas break, but Friday offered bears a huge boost with significant distribution and technical reversals. Few indices escaped the selling. The Nasdaq lost rising support, and undercut its 200-day MA in a ,move to set to challenge the swing lows of November and December. The…
In the two days since the Fed raised interest rates for the first time in nine years and the first time it moved to a tightening bias in eleven years, it has become apparent that many media figures and market strategists are misreading, or at least misinterpreting, the Fed dots, in my opinion. The most…
The railroad industry is poised to gain from the improvement in the U.S. economy characterized by increased investments, implementation of safety standards and an enhanced pricing environment. Moreover, the impressive third-quarter performance by most railroad operators is expected to continue. In addition, an improvement in operating ratios driven by better cost control will continue to…
