Trumpdesivir: Operation Warp Speed, “Engage.”
Operation Warp Speed: The COVID-19 vaccine race officially goes into high gear with the announcement of USA’s plan to test the 6-odd top vaccine candidates…
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New home sales smashed expectations during economic crisis
The major indices are all sporting considerable gains at midday, with the S&P 500, the Dow, and the Nasdaq all hitting new multi-month highs in…
Finding Alpha In Options Market Sentiment
Switching To Four Cylinders Six months ago, we changed the way Portfolio Armor selected its top names. We had already determined that we could find…
A Belief in Market Timing Changes Every Aspect of the Stock Investing Experience
Buy-and-Holders don’t believe in market timing. They condemn it at every turn. Their hostility to market timing is rooted in an historical mistake. Eugene Fama…
Whitney Tilson: A Great Time To Be A Value Investor
Whitney Tilson’s email to investors discussing the Recovery Investing Event on Thursday; it’s a great time to be a value investor; small-cap value stocks are…
Hindenburg: CMRU’s Response To Fraud Allegations “Inadequate”
Two days ago, China Metal Resources Utilization (“CMRU”) issued an announcement that responded to our earlier report, which was entitled “China Metal Resources Utilization: 100%…
Muddy Waters is short GSX Techedu; Kass bullish on banks
Whitney Tilson’s email to investors discussing banks are historically cheap; Doug Kass shares his bullishness on banks; China almost back to normal; China‘s Factories Are…
Disney’s Dividend Suspension Increased My Dividend Income
Earlier this month, Walt Disney Co (NYSE:DIS) suspended dividends for the first half of 2020. The company had just become a dividend achiever and had a ten…
Facebook Stock Surges On “Shops” Announcement
The major indices are all trading significantly higher at midday as stocks recovered from yesterday’s late-day dip overnight. Even though the global COVID-19 situation is…
Sorrento’s Pandemic Profiteering: Experts and Former Employees Speak Out on Sensational Claims of Covid-19 Cure: Hindenburg Research
Hindenburg Research on the short case for Sorrento Last Friday, Sorrento Therapeutics Inc (NASDAQ:SRNE) appeared to celebrate discovering a cure for the coronavirus in a…
Coronavirus seemingly tamed, Where’s the bottom?
Whitney Tilson’s email to investors discussing where’s the bottom?; we’re winning the war against the coronavirus; the second wave?; coronavirus seemingly tamed, Chinese economy starts…
Chinese companies may find it hard to file a Nasdaq IPO
The major indices are mixed and flat at midday, despite a broadly bearish start to the session, as bulls remain in control on Wall Street…
Jim Simons’ top 10 largest stock holdings: Big on healthcare
The 13F filings let us dig into the holdings of legendary investors. Here we take a look at Jim Simons’ top 10 largest stock holdings.
The Fair-Price CAPE Value Can Anchor Your Thinking About Where Stock Prices Are Headed
A friend of mine set me an e-mail when stock prices started falling a few weeks back. His stock broker had sent him an e-mail…
Cash Substitutes Crush It Again
The Apparent Paradox Continues I used the image above in my last post, The Andromeda Strain Paradox, because an apparent paradox in Portfolio Armor‘s security…
