Category: News

• Positioning For Inflation

  

  Our top names after Tuesday’s CPI print.

  David Pinsen

  September 14, 2022

  Economics, News, Security Selection

  GUSH, Inflation, oil & gas, short Treasury ETFs, TMV, TTT

• A New Phase In The Ukraine War

  

  After the Ukraine’s successful counteroffensive, Russia starts targeting the Ukrainian power grid.

  David Pinsen

  September 12, 2022

  Geopolitics, News, Security Selection

  BOIL, Energy, GNRC, Natural Gas, Russia, Ukraine, UNG

• Worse Than The 1970s

  

  Niall Ferguson echoes our earlier observation that today’s worse geopolitical situation makes this worse than the previous inflationary decade.

  David Pinsen

  September 5, 2022

  Economics, Geopolitics, History, Market History, News, Trading

  1970s, Niall Ferguson, Stagflation, Taiwan, Ukraine

• Bed Bath & Beyond CFO Kills Himself

  

  Grim news for the embattled retailer.

  David Pinsen

  September 5, 2022

  News, Trading

  BBBY, Bed Bath & Beyond