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Trey Thoelcke

Why the Brussels Bombing Travel Stock Sell-Off Is Unwarranted

The fact that Tuesday's terrorist attacks at the Brussels airport brought travel stocks down is no surprise. Nevertheless, there is no indication that institutional investors dumped any major travel stocks that day.

Trey Thoelcke · 10 years ago

Missed the Oil Rally? Buy Caterpillar

While Caterpillar of course does not sell oil directly, it does sell the machinery that drills for it, and capital for the natural gas industry as well.

Trey Thoelcke · 10 years ago

What Is Driving the Oil Recovery?

This 50% rally in oil has been met with broad skepticism, flooded with analyst warnings that it will not last.

Trey Thoelcke · 10 years ago

How Warm Weather Will Hit Cold Weather Retailers

With temperatures across North America currently between 10 ad 20 degrees above average and set to remain so, a host of retailers look poised to take a considerable hit on their cold weather inventory.

Trey Thoelcke · 11 years ago

Big Pharma Matchup: Valeant vs Gilead

Here are two big biopharmas, both with multibillion dollar portfolios and both of which have lost a combined $113 billion in market cap since August.

Trey Thoelcke · 11 years ago