One of the best-performing stocks in the past couple of weeks has been electric vehicle maker Tesla (TSLA). As the chart below shows, shares have surged into year’s end, making several new highs along the way. With 2019 just about over, investors will be look…
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Month: December 2019
This Sell-Off Is Healthy: We May Have A ‘Sell The Winners’ Situation This Week, Be The Buyer
Surprise: All the Talk of a Melt-up Over the weekend Results in a Rout to Start the Week I fully expected a strong jump this morning, so I was wrong. That said, this is actually very healthy for the market. People need to be reminded now and again that stock…
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Supply Chain Investing: When You Can’t Decide
A week or so ago, I wrote an article in which I suggested that investors look “up” the supply chain when considering an investment directly in their line of sight. I argued that a key supplier may offer clues as to how a downstream company will perform, as I …
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A Thesis Revisit On Alibaba And Tencent Might Surprise You
By ALT Perspective Last week, Chinese stocks (FXI)(CQQQ) generally gained in another week of lift together with the rest of the broader market. After more than a year of heightened risk premium placed on Chinese stocks, it seemed market players have reverte…
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Nio, the Tesla of China, is bleeding cash
Nio, often referred to as the Tesla of China, is fighting for its survival, giving Elon Musk another reason to celebrate 2019. The electric-vehicle maker lost $352.8 million in the third quarter, dropping its cash balance to $274.3 million, according to an u…
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