TM (Nov 2023) Toyota Motor Corporation Vs. VOW / VOW3 Volkswagen AG

The EV race has been making headlines for years even though the race was dominated by one company. A fun roadster without a roaring engine. A 1,020 horsepower plaid beast that could go 0–60 mph in 2.07 seconds. A CEO who smoked weed and rushed into a hostile Twitter takeover. But this article isn’t about Tesla.

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JEPI – JPMorgan Equity Premium Income ETF Explainer

The Federal Reserve has been raising rates at a sharp pace since March of 2022 breathing new life into bonds. Historically, bonds have generally underperformed stocks, but new interest rates are providing easy returns in the form of treasuries, bonds, money market funds, certificates of deposits, and savings accounts. But after the surge in options trading, with the Options Clearing Corporation reporting options trade volume more than doubling from 2019 to 2021, and remaining strong through 2022, some traders and investors might not be ready to settle for fixed income just yet. Hence, the chatter on Reddit/Twitter/Facebook regarding J.P. Morgan‘s premium income ETF (JEPI). So how is JEPI different from popular index ETFs?

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CCL (Mar 2023) Carnival Corporation & plc

Cruise line companies have been riding around the waves of change for a while. From luxury cruises for European aristocrats, to waste streams polluting the water they navigate, to the sinking of the Costa Concordia, entire ships being quarantined due to COVID outbreaks, and the banning of cruise ships in central Venice. Yet publicly traded cruise line companies became meme stocks. One of the hotly followed cruise liner meme stocks was Carnival Corporation (CCL). But with vaccines widely available and country lockdowns over, it might be time for the cruise line industry to return to normal. So, has Carnival recovered from COVID?

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Big Tech Earnings Season: MSFT (Jul 2022) Microsoft Corporation

Big tech companies were able to benefit from stay-at-home orders and other COVID lockdowns compared to other companies. Since the end of 2021 however they have tumbled. The invasion of Ukraine still ongoing, commodities shortest abound, return-to-office orders, supply-chain disruptions, extreme inflation, murky forecasts from analysts. Big tech earnings results released this summer are a possible make-or-break trigger for the overall market.

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AMZN (Jul 2022) Amazon.com, Inc.

Extreme inflation, rising interest rates, the ongoing invasion of Ukraine, gas prices at record highs, China’s repeated COVID lockdowns, all after an extended pandemic-driven bull run. There is a lot to take in, and with Amazon stock down nearly 40% from its peak in July of 2021, some investors might be wondering if AMZN is oversold.

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The Big Picture

Star Wars styled text saying "big picture"

The COVID-19 pandemic has led to the materialization of numerous uncommon [and often tragic] situations, such as more than 5 million people have died from the Coronavirus, border closures, nationwide stay-at-home orders, and many more. In financial markets, there was a brief but large dip in most public share prices resulting in a brief but large dip across the stock market. Then traders and investors jumped in. Continue reading “The Big Picture”

GME (Jul 2021) GameStop Corp.

In case you didn’t know, GameStop is a video game and gaming merchandise retailer and has the catchy motto of “Power to the players”. According to their 10-K form, they are “the world’s largest video game omni-channel retailer,” and operate “in approximately 5,500 stores across 14 countries”. Most American video game consumers likely know them as the video game store at the local mall.

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