EDITOR'S DESK, MARKETS/ECONOMY, STOCKS, TECHNICALS, TRADING

Being Paid in Waves. Day Trading Alteryx.

DECEMBER 6, 2020. We’ve been trading our asses off. Jesus Christos. How hard can it be to spot a hold at a price? Harder everyday. Why? Valuations. Repeat “multiple expansion,” atop a troubled economy. And how does that end? Fugly, every fugly time. “Hunt the beaten down cyclicals” you say? “Build a barbell” you say? Well, of course.
That approach says balance lockdown plays with recovery plays. Uh hum. Why do you suppose we’ve just covered Ford and GM?
This story’s simple. Narrow markets, such as we’ve had for months, squeeze money into the few plays that are working. Think the mega-caps, Tesla too. Those monster runs are a bit chasey and slippery anti-trust questions now.
And the already hot cyclicals and remaining lockdown plays? Multiple expansion. And what’s that? Inflated share prices residing on fixed fundamentals. Who pays up, and again, for the exact same earnings? Absolutely everyone. That changes when earnings come in light. Oh boy. And what does that look like? Fugly, sudden, rude.
Did we mention–we’ve been trading our asses off? We’re investors and that means trading too. That’s what we do. And we’re “Being Paid in Waves. Day Trading Alteryx.”

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EDITOR'S DESK, FUNDAMENTALS, INVESTING, STOCKS, TECHNICALS, TRADING

Rise Exit Repeat. Patterns That Pay.

MAY 9, 2020. What’s the market story? Saw tooth. That’s what stocks and markets do. Done. Stock price gyrations net out either up or down, eventually. Chode still sinks while cream still rises.
Meanwhile investors scheme, wait, hope, and scratch like simians. We’ve never been paid for scratching, and we’ve done a lot of that. Yes, the market action’s fun, or sickening. Someone talked about the market; “a tale told by an idiot.” Well, yeah. That guy obviously understood price-action.
Some are slower than others. Thus finally, we’re learning to make those ass-itching gyrations pay. We’re discovering the countless paydays along the way. We’re beginning to do so by crisp design. We’re sharing it with you so you can too. You probably are already.
Long-term investors leave bucket-loads on the table. Why? Because they ignore the majority of the movement. Yet truly savvy players invest and trade. We’re doing both now, and we’re geeked out of our minds. We hope you love it too. The cash for our example trade’s on the way.
“Rise Exit Repeat. Patterns That Pay.”

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EDITOR'S DESK, FUNDAMENTALS, INVESTING, STOCKS, TECHNICALS

The Good Refuse to Go. Kirkland Lake and Alteryx Prove Golden.

FEBRUARY 22, 2020.  The market never was a love song.  Often it’s a popping lotto box of bone break.  Doing the work don’t mean you’re gonna be loved.  Do something people don’t immediately understand and you may be treated like a weekend Elvis.
Kirkland Lake Gold gets it.  KL just bought a brighter future and beat the numbers like a gong.  Elvis.  They just reported again and now may be your moment.  When you grow EPS by 104%, and revenue by 51%, over the entire year, you may just be a pulsar.
We’ve also been strapped-up with Alteryx, keepin’ the faith and being paid.  We did just talk “Alteryx Again & Again.  The Pattern You Can Play.”  Now we’re back to report the results–theirs and ours.  Did Alteryx remain true to it’s ways?  Nonetheless, “The Good Refuse to Go.  Kirkland Lake and Alteryx Prove Golden.”

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FUNDAMENTALS, INVESTING, STOCKS, TECHNICALS

Alteryx Again and Again. The Pattern You Can Play.

FEBRUARY 12, 2020. Patterns matter, like habits. Grasping their way matters more. On the Super Highway of Now data’s king and those without only pick around the edges. “Data” you patter? Think sports stats, or Invine-based Alteryx. Yup. AYX reports on Thursday, and there’s a pattern. That’s why we’re writing you now. We think this pattern is actionable.
Actionable insight is what Alteryx is also all about–using data analysis to drive productivity, direction, and focus. For our purpose the pattern’s in their chart. We’ve got those too. Each time AYX reports investors behave much the same way. We know that because we looked, and now’s the time to know.
When economies slow cyclicals slip to your portfolio’s back side. That’s a pattern also, that’s industrials, materials, staples, energy, real estate. What’s left? IT, secular growth, and that’s “Alteryx Again and Again. The Pattern You Can Play.”

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FUNDAMENTALS, INVESTING, Reader's Choice, STOCKS, TECHNICALS

Data Babylon No Mo. Alteryx.

SEPTEMBER, 12, 2019. “Data analytics” you say? Blood clot. Data has always partied to its’ own specific beat. Lawless Babylon. Nothing’s compatible with nothing and data don’t care. Party on.
Yet insight-rich data falls like confetti over our days. Industry wants that insight. Yeah, from that lawless confetti party. That’s Alteryx.
The Irvine, CA-based company is a twenty-year-long overnight sensation. It’s cured data’s degenerate ways, and delivers goodness straight to the masses, and it’s saving huge amounts of time and labor for everyone. Did we mention it’s up 95% YTD? That’s after its’ -21.19% drop over the past 5 days–the first in its’ history. But is that bad?
Data-driven systems do dictate our every day, but data itself doesn’t need to dominate them. Derived from divergent sources it has always resisted all but the most laborious attempts to mash it together and peer deep inside. Now Alteryx makes that simple, fast, and even predictive. Alteryx “democratizes” data. Now data analytics is “self-serve,” regardless of where the goop comes from. “Data Babylon No Mo. Alteryx.”

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