Alphabet Inc.: GOOGL
The Federal Trade Commission is looking into Alphabet and its market behavior. They seem to think the company is abusing its dominant position in search. This article is for paid…
Howard Marks on Risk
Howard Marks is a very successful fund manager, founder and partner at OakTree Capital. They have close to $200 billion in assets under management. Being one of the great thinkers…
Amazon.Com: AMZN
Amazon.Com is the poster child for a super successful internet-turned-tech company. With an enterprise value of 1.9 trillion, the company has produced a lot of millionaires and a few billionaires…
Serius XM Holding: SIRI
There is only one way to describe Serius XM Holdings Stock, "It is so Bad its Good." This article is for paid members - please login or subscribe for access.
Stock Prices Defy Gravity: Updated
The major stock market averages are either holding up or making all-time highs, depending on the index. We find this astounding, given the turmoil we see in the world. This…
Wynn Resorts: WYNN
Another way of playing the Chinese stimulus programs is to find US companies with significant exposure to the Chinese markets. Wynn Resports fits that description. This article is for paid…
Berskhire Hathaway: BRK.B
We recently suggested traders sell a put spread on Berkshire Hathaway "B" shares. The world has changed, and traders should close that trade at a small gain. This article is…