-
Continue reading →: Hydrogen cars may be a dumb bet, but Toyota is not backing-off.In the battle for the future of personal transportation (aka car), Toyota is not putting all the eggs in the same basket. Unlike Tesla, Toyota is diversifying its car portfolio of non-internal combustion engines by having all-electric vehicles based on lithium batteries and hydrogen fuel-cells. For a long time, Elon…
-
Continue reading →: Nike is likely to revise its $50 billion revenue goalToday’s Bloomberg piece on Nike (NKE) is another take on the $50 billion sales goal for 2020 (I have also written about it here). Nike’s management will most likely revise this goal during its investor day, tomorrow. The main problems affecting Nike are the high expectations generated by the management team, back…
-
Continue reading →: Apple might be facing a marketing crisisApple might be having trouble with its new marketing segmentation. The new entry level for the new iPhone generation is at $699. But, consumers do not seem convinced of this fact, and keep buying the iPhone 7 instead. Additionally, consumers also seem to be waiting for the iPhone X. This…
-
Continue reading →: Why 3D Systems has been taking a beat?Well, it appears to be HP’s fault. 3D Systems (DDD) took a good hit during the last 2 trading days. There aren’t many explanations around, but the fact that Stratasys (SSYS) also took a good hit points toward a common denominator. If we add that HP’s results and outlook presentation…
-
Continue reading →: Trump’s tax reform is the tipping point for the future of the worldPhoto credit: Gage Skidmore On a macro level, Trump’s tax reform is the topic of the moment. Basically, if approved, it will be positive in the short to medium term, but it will raise high risks for the future of the world economy. The fiscal program seems designed in a…
-
Continue reading →: Musk’s space prowess should be an indicator of what to expect from the Model 3Photo credit: Steven Straiton Bloomberg reports that SpaceX has just made a successful launch of another reused rocket. When Musk first talked about building reusable rockets, the whole industry laughed. Now, they are, probably, not laughing. The economics of the whole problem are on Musk’s side, reusable rockets have a…
-
Continue reading →: New name, new life: Coach is now called TapestryCoach announced that is changing its name to Tapestry. The company now owns three brands: Coach, Stuart Weitzman and Kate Spade. Victor Luis and his team considered that in order to build a house of fashion company, they needed to change the organizational matrix. Creating an umbrella company clearly indicates…
-
Continue reading →: Nvidia unveils third generation automotive chips for autonomous carsNvidia has unveiled its third generation Drive PX automotive line, code-named Pegasus. This platform represents a 13-fold improvement in the calculating power of the previous line. It is expected that this chip allows fully autonomous driving. This is the continuation of a race towards level 5 autonomous vehicles. Intel is…
-
Continue reading →: Elon Musk posts video of the production line to show it’s workingElon Musk tries to clarify on the most recent Tesla drama. During last week, several analysts suggested that Model 3 was being manually produced due to parts of the automated process in the factory being incomplete. Growing pains in new factories are normal. However, in Tesla’s reality everything is amplified…
-
Continue reading →: The empire strikes back: Walmart launches Mobile Express Returns
Walmart is launching a new service called Mobile Express Returns. This should allow people to return goods using an app and then using an exclusive lane in-store for this purpose. This is another interesting move by the retailer founded by Sam Walton to develop online retailing skills. Walmart has been…
Hi Fren,
Pepe Maltese
I used to trade inside the machine. Now I just raid it.
I publish two high-conviction setups daily — one momentum, one turnaround — filtered through tape structure, volume shifts, and misaligned narratives.
Some of these turn into full trades. A few evolve into deeper stories. The rest get cut.
This isn’t education. This is intelligence.
I don’t run ads. I don’t sell dreams. I track price, watch structure, and call bullshit when the story breaks.
Follow the setups. Fade the noise. Stick it to the man.
Let’s connect
Join!
Stay updated with our latest ideas by joining our newsletter.
