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Saturday, February 26, 2022

Welch Two Sample t-test of Daily Price Returns of J.M. Smucker and Mondelez

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J.M. Smucker and Mondelez are consumer staples companies with similar financial performance . Both companies compete in similar product cate...
Monday, January 31, 2022

Copper Prices at 5-Week Lows. Is this a Bad Sign for the Global Economy?

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Aluminum and copper prices are a study in contrast. Aluminum is trading near all-time highs (See Exhibit 1: Aluminum Trading Near All-time H...
Friday, January 28, 2022

Invest in an Equal-Weight ETF in these Turbulent Times.

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The S&P 500 index is market-capitalization-weighted. The weighting by market cap means the companies with the largest market capitalizat...
Monday, January 3, 2022

Few Things to Know About Our Current Energy Transition from Fossil Fuels to Renewables.

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In a discussion hosted by Bridgewater Associates (the world's largest hedge fund), Daniel Yergin discussed the current energy transition...
Sunday, January 2, 2022

Energy Transition will be Messy and Expensive. Hold on to Your Barrel of Oil for Now.

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Many people anticipate that electric vehicles will win the transportation race and replace the internal combustion engine. Many journalists ...

Covered Call on J. M. Smucker, Public Service Employee Pay in China, Indonesia's Foreign Relations Dilemma

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I recently wrote about  my investment thesis for J. M. Smucker  (NYSE:  SJM ) on Seeking Alpha. I have also written in the comments section ...
Monday, December 27, 2021

Comparing Inflation Using Producer Price Index (PPI)

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The  Bureau of Labor Statistics  does a world-class job of compiling the  producer price index  (PPI) across multiple industries and product...
Sunday, December 12, 2021

Oracle: Excelling in Financial Engineering.

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Oracle ( ORCL ) faced its first real challenge to its business model from Amazon AWS ( AMZN ). For a long time, Oracle's relational data...
Saturday, December 11, 2021

Why ViacomCBS's Preferred Shares (VIACP) are a Great Buy Currently Offering 10.68% Dividend Yield?

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In January 2021, during the start of the meme stock bubble, ViacomCBS ( VIAC ) stock started climbing from about $36. The stock kept on clim...