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…
Office Hours
In this week's episode of Office Hours, Mike & I talk about Trump & the Fed, valuation, tariffs, Meta and Netflix. This article is for registered members - please login…
Did Gold Just Hit a Peak?: GLD
Gold has caught the traditional investment world by surprise. If you go back to the last 15-20 years, we see that gold has outperformed the S&P500. Who knew? Certainly not…
Novo Nordisk: NVO
On March 31, 2025, we suggested traders take a bullish position in NVO by selling a cash-covered put option on the stock. This article is for paid members - please…
Open Mike
On Monday’s episode of Open Interest, Mike discusses Tesla earnings and how to trade them.