Chevron: CVX
Unlike the average investor, we like the oil & gas sector of the economy. As much as we would like to see a transition to more efficient energy sources, that…
Selling Volatility: SVXY
Selling volatility is a yield strategy. Volatility traders buy vol when it is cheap and sell it when it is expensive. Options market makers buy and sell options against stock…
Options Expiration
Once again, standard monthly options will expire at the end of the week. We have six trades with accrued profits of $749 coming to a conclusion.
Discover Financial Services: DFS
Credit card products are the most profitable products in the financial services industry. I am also the most volatile. When the economy is chugging along, defaults are low and profits…
Is Disney Turning the Corner?: DIS
When it comes to disappointments, there is no greater disappointment than Disney. Disney is a company that cannot shoot straight. That being the case, we suggested a bearish trade on…
Office Hours
In this weeks episode Mike and Mark discussed accounting, Pfizer, Apple, investing, Charlie Munger, the trade deficit, tarrifs, McDonalds, Cheezecake Factory, Microsoft, GM, valuation and capital intensity, Delta Airlines, etc.
What’s Next for Copper
The electrification of everything is proceeding on schedule. Copper is in demand as the electrical grid gets upgraded to deliver power ot vehicle charging stations and the buildout of data…
Biotech: XBI
If there is one sector that has been left behind in the bull market in stocks, it is Biotech. It has been dead money since 2015. One can only wonder,…
Microstrategy Update: MSTR
Microstrategy, a company that was originally known for making business intelligence software used os of that intelligence to redirect its business to become a Bitcoin treasury business. This article is…
Bath & Body Works: BBWI
Today we will talk about one of my wife's favorite companies. Bath and Body Works. This is a company that was spun off the Victoria Secretes Franchise when management decided…