Market Mad House

In individuals, insanity is rare; but in groups, parties, nations and epochs, it is the rule. Friedrich Nietzsche


Market Commentary

What Stocks could the Saudi Drone attack boost

Those looking for a stock to short need to take note. Lockheed could collapse totally if the drone attack leads to peace in the Middle East and a US pullout from that region. To clarify, I suspect a massive cutback in American military forces and spending will follow any U.S. pullout from the Middle East.

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Long Ideas

Are Trucks Making Money at PACCAR?

In fact, PACCAR made enough money to report $2.842 billion in cash and equivalents and $1.081 billion in short-term investments on 31 March 2019. Thus, PACCAR was able to accumulate $3.924 billion in cash and short-term investments without burning through large amounts of cash like Tesla.

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