David Pinsen | TalkMarkets | Page 3

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33 to 48 of 348 Posts
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The Case Against China Invading Taiwan
Monday, October 31, 2022 5:22 AM EDT
Why China is unlikely to invade Taiwan. Plus betting against Chinese stocks.
In this article: YANG
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Netflix Returns To Our Top Names
Thursday, October 27, 2022 7:16 AM EDT
Why Netflix may have tailwinds now. How to hedge in case we're wrong.
In this article: NFLX Also: DRV
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What Comes Next In China
Tuesday, October 25, 2022 4:20 AM EDT
Why one analyst thinks China might try to take Taiwan as soon as this winter. Plus, an update on the bearish China ETF we included in a portfolio last week.
In this article: YANG
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What's Coming Next In The Ukraine War
Wednesday, October 19, 2022 7:22 AM EDT
There’ve been some developments in the Ukraine War this week. I’ll cover them in this post, and I’ll close with an investment note following up on my previous post (“Underwater in a Bear Market“).
In this article: RKT, DRV Also: NFLX
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Underwater In A Bear Market?
Monday, October 17, 2022 4:56 AM EDT
How to profit if interest rates keep rising for the next several months.
In this article: DRV, SOXS, SRS, TMV, WEBS, TTT
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Avoiding Head Fakes - In War, And In Markets
Saturday, October 15, 2022 6:04 AM EDT
Keeping your eye on the big picture and underlying trends.
In this video: SPY Also: BOIL, CRK, TMV, WEBS, TTT
Watch
Selling Emerging Markets Humiliation
Monday, October 10, 2022 5:12 AM EDT
Taking the opposite side of Michael Hartnett's trade of 2023 for now.
In this article: DUST, EDZ, SPY, TMV, WEBS, TTT
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Kerch Strait Bridge Attacked
Saturday, October 8, 2022 8:48 AM EDT
A major escalation in the Russia-Ukraine War, as the only bridge connecting Crimea with mainland Russia is severely damaged. Plus, an update on betting against gold miners.
In this article: DUST, GLD, SLV
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Avoiding Nuclear Armageddon
Friday, October 7, 2022 4:25 AM EDT
How President Biden can avoid nuclear Armageddon. Investing in the shadow of nuclear Armageddon.
In this article: EQT, OXY, STNG, SPY, TMV
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Betting Against Gold Miners
Thursday, October 6, 2022 5:09 AM EDT
Two ways of looking at gold and gold miners in an inflationary environment.
In this article: DUST, GDX, GLD, PHYS
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Elon Musk Tries To Prevent World War III
Tuesday, October 4, 2022 4:53 AM EDT
On Monday, Elon Musk was attacked by everyone from the President of the Ukraine to pro-war think tankers for proposing a peace deal to end the Russia-Ukraine War before it escalates into World War III.
In this article: TSLA
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Risk Bubbles To The Surface
Thursday, September 29, 2022 5:19 AM EDT
From the Nord Stream sabotage, to the near-Lehman moment in Britain, risk is on the rise. 
In this article: QQQ, LQD, SPY, TLT
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Decent Timing
Sunday, September 25, 2022 12:49 AM EDT
Buying puts at the market peak; selling puts during peak demand.
In this article: BBBY, FIVE, AMC, PTON
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Better Returns Through Hedging
Saturday, September 24, 2022 8:01 AM EDT
Our energy names are down but hedging has softened the blow to the portfolio.
In this article: BOIL, DQ, SPY, TMV, WEBS, TTT
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A New Phase In The Ukraine War
Monday, September 12, 2022 4:28 PM EDT
The Ukraine's successful counteroffensive sparks a change in Russian tactics. Are markets too sanguine about what might come next?
In this article: BOIL, GNRC, UNG
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Ending The Ukraine War
Wednesday, September 7, 2022 6:00 AM EDT
A German Entrepreneur's proposal for ending the war by Christmas. Plus, an example of cautiously investing in the meantime.
In this article: BOIL, DQ, TMV, WEBS, GUSH, TTT
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33 to 48 of 348 Posts
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