$lvs
Portfolio Options Update
Yesterday, I let you know I sold the December 15th $LVS options. Let’s go through the details. The reason for putting on the position was I expected $LVS to report excellent 3Q results, Macau to report excellent October and November gross gaming revenue (GGR), and for Sands to return more capital to shareholders. All of … Read more
5 Things to Know – Video Version – The Smart People Doing Smart Things Issue
Gary Brode of Deep Knowledge Investing and Robb Fahrion of Flying V Group discuss the 5 Things to Know in Investing This Week: The Smart People Doing Smart Things Issue This week, we’ll address the following topics: – New payroll and jobs data is good, bad, mixed, and other. – Moody’s warns on China. – … Read more
Weekly Points – December 8th, 2023 – 5 Things to Know in Investing This Week – The Smart People Doing Smart Things Issue
Ok – kind of a quirky title, but a lot of smart people were saying smart things in public this week. Peter Schiff made an excellent point in favor of property rights including for Bitcoin which he hates. Moody’s is late, but correct on a potential China downgrade. Las Vegas Sands ($LVS) took advantage of … Read more
Weekly Points – December 1st, 2023 – 5 Things to Know in Investing This Week – The Government and Consumer Big Spending Issue
It was a big week for spending. The consumer bought huge amounts of holiday gifts. (For my fellow Michiganders, the consumer did get much on sale because they require big savings.) The government bought a big positive revised GDP print. And Sheldon Adelson’s widow, Miriam, bought most of a basketball team. If you don’t want … Read more
