Sitemap - 2021 - KnowHow Capital

Charts of the Week

Charts of the Week

Music Industry vs. Artists… the opportunity for streaming giants

Charts of the Week

Optionality; 8 stocks with hidden value

Charts of the Week

The valuation conundrum

Charts of the Week

How big a problem is China for US businesses?

Charts of the Week

Uber | What we got wrong...

Uber | What we got it wrong...

Charts of the Week

Risks ahead of earnings

Charts of the Week

Assessing market indicators

Charts of the Week

Which stocks are institutions in?

NOW LIVE: KnowHow Capital Portfolio

Key Points: M&A set to continue; stocks that could benefit

M&A set to continue; stocks that could benefit

Charts of the Week

This is not the GAAC variant

Nike, Adidas and Lululemon's Social quest?

Charts of the Week

Managing for peak data

So it is "transitory"

The growth comeback

Copper’s Oil Moment Is Near

FDA's shift... here's what it means

Has unemployment changed the narrative?

Charts of the Week

In case you missed it...

Getting back to normal...

Calling the top in equities...

Equity Market Indicators: May-21

Lessons from the Druck

These are the data points to watch

In case you missed it...

Some weed for that portfolio

The bubbles are making a comeback

Investing is getting harder than you think

Tail risks

Bitcoin, Ark and Gamestop

In case you missed it...

Growth reset done... Part I

The US dollar has further to fall

Copper, gold or rates… which is telling the truth?

Stocks most exposed to a retail unwind

Where is the retail froth?

Dashing up...

In case you missed it...

Keep your eyes on the VIX

Can the Nasdaq rally like its 2009?

Amazon does it cheaper

How long can this rotation go on for?

Assessing earnings momentum

In case you missed it...

Welcome to KnowHow Capital

And that's why valuation matters

The Ag "Supercycle"

Measuring retail investor activity

The volatility pain trade for growth stocks

We are still due a correction

ESG's coming to America

The real inflation winners | the problem with carbon taxes | keeping up with the growth-value rotation PLUS Ford & Big Tech

Too cheap to ignore | Pinterest's overreaction | FOMC, American Families Plan and more

Focus on margins for Tesla | banks & the consumer recovery | Cloud warfare | Biden's taxes and fund management

Expectations, Expectations, Expectations | Forecasting, Germany's IFO & Meituan

More than just "bunny-hugging" | We love Snap BUT... | the Biden market jitters

Companies at risk ahead of earnings | Uber goes German | ESG coming to America | Virus resurgence?

A shocker from Netflix | How many AirTags can Apple sell? | SPACs, vaccines, inflation and more

What's Biden smoking? | Pinterest Volume | Tesla and Cinemas

Why the dollar could see further weakness | That Pin hasn't popped

If Tesla was just a car company | a SPACing mess

This recovery is different | US Banks takeaways

Too far too soon for equities? | IT Spend Supportive

Your Daily KnowHow

Your Daily KnowHow

Your Daily KnowHow

Your Daily KnowHow

Crypto is only a tiny part of the story

Understanding Market Sentiment Indicators

Free rider

Defining the current investing paradigm for equities

Investing with real knowhow