Elazar Advisors, LLC Blog | Talkmarkets | Page 1
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Contributor's Links: Elazar Advisors

Elazar is run by Chaim Siegel.  Chaim worked for Steve Cohen at SAC Capital twice, was a partner at JLF Asset, run by Jeff Feinberg, a $1B hedge fund and Chaim ran his own fund. Before that he was one of 7 analysts working for a $13B fund at Morgan Stanley.  He started Elazar 12 years ... more

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Bitcoin's Near-Term Tether Risk: Neutral Rating
Bitcoin has had a massive run. Some of that buying was sourced with Tether which is said to be a "stable-coin" backed by US dollars.
Why Bitcoin Is In Launch Mode
In this video, I talk about the ISM Manufacturing Prices Paid Survey that showed price is up almost 20% from November to December. That means your fiat currency went down in value about 20% from November to December.
Tesla: Quietly, No FSD News Is Great News, More Bullish
The release of FSD will be a big catalyst for Tesla. It will hype up investors, and drive up margins. Musk has said margins will be way higher once autonomy is factored in.
Tesla: S&P 500 Forcing Big Money Bears To Start Buying, So Much Fun
We did some simple math to say how long this buying spree will be for Tesla stock now that it's getting added to the S&P 500. This should be a huge outperformance period for Tesla stock.
Tesla: Secret Sauce For Valuation, Strong Buy Rating
Despite the challenges that COVID-19 presented, Tesla has delivered amazing results. Gross margins, our key metric for Tesla, were up big last quarter along with a Musk promise of a huge potential longer term.
Picking On Netflix Again - Slowing Trends
Netflix key metric is sub growth which is our focus and typically drives the stock.
Apple Upside Hinted By Teradyne Earnings
Teradyne had a big quarter and a big guide-up.
Netflix: Subscriber Growth Risk
There are a few headwinds to subscriber growth. No doubt Netflix is the leader. But the market cares about that subs number, which could have risk.
Political Fed Is Stock Market Bullish Medium Term
The Fed has turned political. That's something new and historically significant. Probably market bullish.
Micron And SMH: Weak Memory Demand Risk
Micron, WDC and other reports are pointing to a cloud led tech slowdown. The pandemic pulled forward cloud spending which risks the second half.
Reacting To The Tesla And Stock Market Break
Tesla and the stock market have been up in a spike.
Zoom: The Next Tesla
Zoom had numbers not seen in most public companies.
Netflix Membership Drop In June Is Concerning
Netflix had one critical number that went the wrong way in June, membership. Not good for a momentum stock.
Tesla: More To Go, And A Look At The Stock Market - Great News, Bad Action
Tesla had everything working against them. Fremont was down. The supply chain was disrupted. Global demand was in a depression. And they pulled it out?
Facebook: Libra Potential Push-Out, Ad Boycott, Not Great
Facebook is a mixed bag right now. EPS drives stock prices, and we believe that in Facebook’s case, their EPS won’t be enough to justify their current valuation.
Stock Market About To Turn Down?
The increase in daily cases of COVID-19 is such that it is unclear as to how the stock market can achieve new highs.
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