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TBR

January 19, 2025

 

Here are the latest earnings reactions from the S&P 500:

*click the image to enlarge it

As you can see, there wasn't a clear theme to Friday's earnings reactions. Some roared higher, others were muted, and a couple got beat down.

All Star Charts Premium

This Israeli Stock is Freshly Squeezed 🍊📈

January 19, 2025

Israel outperformed the United States stock market in 2024, and that trend has spilled over into 2025.

Camtek $CAMT is one of the hottest Israeli stocks, but the bears still hate it. 

The stock has a record-high 14% short interest and an 8x days-to-cover ratio. 

This extreme mispositioning is blowing up in the bears' faces as they've been freshly squeezed.

All Star Charts Gold Rush, All Star Charts Premium

(Commodities Weekly) Turning a Lump of Coal into a Diamond: Why We're Buying Coal Stocks 📈💎

January 17, 2025

The coal industry is one of the most under-the-radar ponds to fish in.

Investors write it off because "clean energy" will displace the industry. While this is likely true, we think it will take far longer than most expect. 

In the meantime, this extreme mispositioning is our opportunity to profit.

You would have made a fortune if you bought these stocks at the depths of the COVID crash. Far more than if you purchased the hottest "work from home" stock.

These stocks had their best day in years last summer after a major Australian coal mine caught fire and halted production. 

While we haven't seen the upside follow-through we anticipated, the setup looks ripe for the bulls to take control.

Let's dive into the charts.