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What the Real Numbers Tell Us About the World's Superpowers

The U.S. has enjoyed the envious position of being the world's hegemon… The world stage seemed relatively tranquil for the first time in nearly a century after the collapse of the former Soviet Union in the 1990s. The "Iron Curtain" fell, the Internet took off, and the peoples of Central and Eastern Europe became more […]

Securities Analyzed
  • BABA
  • MSFT
  • TCEHY
Sometimes All We Need Is Tough Love

I developed a very bad habit as a young teen... I took up cigarette smoking in my teens. I remember it being addictive, smoking in the morning before school. During the day, I even took full advantage of my high school's designated smoking area.  I smoked a cigarette as soon as the last class was […]

America's Aerospace Giant Faces an Uncertain Future

Many challenges plague one of America's historic titans of ingenuity... Over the past decade, a glance at U.S. international trade data would reveal one name as the country's largest exporter: Boeing (BA). The aerospace giant's fleet of planes, from the classic 737 to the new 787 Dreamliner, has been purchased by airlines worldwide for years. […]

Securities Analyzed
  • AMZN
  • BA
  • EADSY
  • LMT
  • NOC
  • SPR
These Cybersecurity Companies Benefit from Cyber War

State-sponsored hacking is on the rise... A line from Shakespeare's Hamlet, "The lady doth protest too much, methinks," came to mind recently with China's denial of recent hacking accusations despite clear evidence of its involvement. Hackers broke into Microsoft's (MSFT) e-mail platform Exchange earlier this year, gaining access to more than 30,000 customers' e-mail accounts. […]

Securities Analyzed
  • CHKP
  • CRWD
  • FTNT
  • HACK
  • MSFT
  • NLOK
  • PANW
Finding Winners in the Commercial Real Estate Space

The hybrid-work model will change office space for years to come... Many have been calling for the death of office real estate investment trusts ("REIT") since the global pandemic struck.  Global lockdowns forced the world to work from home, and many workers haven't stepped foot in the office in more than a year. As a […]

Securities Analyzed
  • ARE
  • KKR
Here's How TikTok Helps Explain the Current State of the Labor Market

The nature of the job hunt is changing... Unlike in the days of one-page resumes and face-to-face interviews, for many folks on the job hunt in 2021, there may be a faster avenue toward getting a job. As the New York Times recently explained, that new method may be via TikTok – the Chinese-owned video-sharing […]

Securities Analyzed
  • CMG
  • TGT
Here's Why America's 'Battle of the Bulge' Is a Great Investment Angle

Revisiting this great health research again... I recently read Dr. Jason Fung's book, The Obesity Code: Unlocking the Secrets of Weight Loss, cover to cover. I hesitated to read it in the past because I'm not obese nor worried about becoming so. But that shouldn't dissuade someone from reading this amazing work about health and […]

Securities Analyzed
  • BDX
A Big-Box Retailer With Moneymaking Moves

The dust settles around a lawsuit between Costco and Tiffany... But questions around branding remain…  American luxury jeweler Tiffany & Co. has a long and storied past. Founded more than 180 years ago, the company's iconic brand of diamond jewelry has always found itself entwined with American history – from the Civil War to the […]

Securities Analyzed
  • COST
  • LVMUY
A Deeper Dive Into an Anchor of the E-Commerce Boom

Online retail was massive in 2020... A recent Economist article captured the sentiment of last year for online retailers: "It was like Christmas every day."  Due to lockdowns and social distancing regulations, consumers were trapped inside. Folks couldn't go to stores, and were forced to adopt e-commerce to purchase the goods they needed.  Consumers also […]

Securities Analyzed
  • AMZN
  • SHOP
  • TGT
  • WMT
This Company's Fortune Is Rising With Higher Oil Prices

Oil prices have been rising ever since their March 2020 pandemic lows... During the global pandemic, the price of oil cratered to historically low levels, dropping from $64 a barrel in late 2019 to $20 in March 2020. The decline in travel along with the global lockdown reduced oil demand. This absence of demand caused […]

Securities Analyzed
  • CLR