Masseto16

Masseto16

So Walgreens might have its day in the sun soon. The stock is finally trending up. The technicals look good and volume is starting to increase on the daily. This is not a short term play. This is a 6 month steady dollar cost average. That being said, I would buy the April 2025 calls at 12.50. Here is a more constructive analysis…. The US economy is not good...

Masseto16

I have been beating the table on this stock for the last month. This is the greatest buy in the market considering the crash we are about to slam into. 1. Oxy historically had too much debt. They financed various acquisitions with debt. Their highest profile investor (Warren buffet) happens to control Bank of America. Bank of America is now the oxy lender (I’d...

Masseto16

So the yen carry trade was partially unwound two weeks ago. There is still 2.5 trillion to unwind. The first portion of the trade was the most volatile as it dealt with the margin call customer. The second part of the trade is going to be unwound over the next several months. This is due to asset managers and banks that have arbitraged the yen and invested in...