WSO Alpha

Well that was fun. The S&P 500 fell 1.7% yesterday, it’s worst daily performance in four months. Fears over contagion related to the collapse of Chinese real estate giant Evergrande fueled the selling, as the Hang Seng Index plunged 4% as investors braced for default...

I’ve had a lot of people ask about Evergrande lately. The company is the second largest real estate developers in China. It’s worth over $500 billion and its debts account for 2% of China’s GDP. It’s also the most debt-saddled property developer in the world...

Infrastructure always reminds me of when I lived in New Orleans For anyone who’s ever visited the Crescent City, you probably noticed the infrastructure is terrible. In fact, there’s even an Instagram account called @lookatthisf*ckingstreet that posts pictures of the city’s infrastructure woes. And it...

Just trimming our largest position to keep more balance and have more cash on hand for new opportunities View Trade

Overview: Airbnb Inc. (ABNB) is an online marketplace which connects hosts and guests online or through mobile devices to book travel services and accommodation facilities worldwide. The company provides apartments, villas, bungalows, private homestays, and tourism services. Bulls Say ABNB has reached scale and now...

Let me tell you a little story about the “taper tantrum.” In June 2013, the US economy was a few years removed from the Global Financial Crisis. I’d taken a job with an investment research company that same month. In my first week on the...