There has been a fundamental shift in the solar industry. Panels are cheap enough to where they can be financed, and the cost savings from power can take care of the monthly payments. And that narrative is probably right in the long term, and it's a good thing. Now that we've got that out of
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Winning In Both Directions
This has been a wild market, and you can make money on both the long and the short side. I'd like to share with you two trades we put on at IncomeLab. The first is a bet on long volatility using the VXX, and the second was a breakout bet in NET. These setups were
Big Water, Small Hose
The Russell 2000 index is over 20% above its 50 day moving average. I checked the past 20 years, and this hasn't happened. The selloff in March was extraordinary, but the v-rally we've seen has mirrored just how wild the market has become. We can chalk it up to lots of fundamental reasons... the better-than-expected
Does Zoom Pass The Smell Test?
Zoom reports earnings after the close, and the stock is on an absolute tear higher into the number. Question now is... how much of it is currently justified? Before we go down the rabbit hole, keep in mind that I'm a paying customer of the company. It's a very good product. I've also made plenty
The Biggest Risk In The Markets And The Economy
Earlier this week, I made a very clear and public call that the markets will not retest the lows. It's a hard call to make! Most capitulatory bottoms are followed by a retest of the lows. Market history flies in the face of what I think will happen. And it might. If anything it would
COVID Investing Theme - Warehouses and Bandwidth
In the middle of a market collapse, it’s hard to find any themes to work with. They are selling everything that isn’t nailed down. When markets are crashing, correlations are running to 1 so it doesn’t matter how good of a stock picker you are. Yet one theme keeps sticking out in this entire mess,