By Joel Litman
Editor's note: Here at Empire Financial Research, Whitney has been bullish on some of the biggest tech stocks that have taken a beating in 2022. But we still listen to what smart folks on the other side of the argument are saying... As such, today in Empire Financial Daily, our friend and colleague Joel Litman […]
By Whitney Tilson
1) A week from tomorrow (December 13), the U.S. Labor Department will release its latest inflation report for the month of November. After peaking at 9.1% in June, inflation has been declining (as I predicted) for the past four months: 8.5% in July, 8.3% in August, 8.2% in September, and 7.7% in October. I believe […]
By Rob Spivey
Editor's note: In today's Weekend Edition of Empire Financial Daily, we're sharing more insights from our friends at our sister company Altimetry... As regular Empire Financial Daily readers know, Altimetry founder Joel Litman is a forensic accountant and CPA who specializes in "Uniform Accounting" – a methodology that he and his team use to determine […]
By Rob Spivey
Editor's note: Regular Empire Financial Daily readers know that we're extremely bullish on the energy sector. As we've explained, we believe a structural shift is underway in energy so profound that it will change how the world operates. And we aren't the only ones who see this opportunity... In today's essay, Rob Spivey – director […]
By Whitney Tilson
1) This story was on the front page of Wednesday's Wall Street Journal: Yield Curve Inversion Reaches New Extremes. Excerpt: Yields on longer-term U.S. Treasurys have fallen further below those on short-term bonds than at any time in decades, a sign that investors think the Federal Reserve is close to winning its inflation battle regardless […]
By Enrique Abeyta
This year's bear market has continued to grind away at investor sentiment and portfolios... As such, you've likely heard more and more people compare it with the market of the 1970s. That was the last time we saw inflation anywhere near the levels we've seen recently. And it was a period characterized by a very […]
By Whitney Tilson
1) In last Wednesday's e-mail, I shared a friend's pitch for the Grayscale Ethereum Trust (ETHE). For me, this was the most compelling part: I think about my crypto investments the same way I do my stocks, to the extent the analogy can apply: value investing, multi-year time horizon, short-term and technical/market considerations around the […]
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Twice a month in Empire Elite Options, Enrique sends subscribers his favorite trading idea (or two) and commentary on the market. In addition, he sends out occasional urgent “buy alerts” to readers when he finds a trade that just can’t wait.
