Comcast | CMCSA
Cable is dead, some say. People are cutting the cord, and in time, there will be nothing left. We think a misunderstanding of broadband drives this idea. This article is…
Air BNB | ABNB
Air BNB is not my (Mark) cup of tea. But I do understand that I am outside the circle of younger people who are willing to go out on a…
The US & Iran Cut a 2 Week Deal
We finally have a glimmer of good news. The US & Iran agreed to a two-week-long ceasefire. This article is for registered members - please login or click here to subscribe or…
CVS Inc | CVS
On April 11, 2025, we suggested that income-oriented investors execute a buy-write on CVS, the healthcare maintenance company. This article is for paid members - please login or subscribe for…
United Parcel Service | UPS
United Parcel Service (UPS) is an American multinational package delivery and supply chain management company, widely recognized as one of the world's largest logistics providers. This article is for paid…
T Rowe Price | TROW
We find something rather curious. Wall Street is all about asset management, and what industry do they seem to ignore... asset managers. This article is for paid members - please…
Oil & a Short Squeeze | WTIC & SPX
If you ever thought the markets were consistent, today's price action should make you consider otherwise. This article is for registered members - please login or click here to subscribe or register…
Lyondell Bassell | LYB
One of our favorite petrochemical companies in the energy derivatives space is a plastics manufacturer. Our favorite is the space at Lyondel Bassel. WE see them as low-cost producers, but…
Financial Stress | XLF
Private credit is a financial area that originated with the Dodd-Frank financial reforms enacted after the Great Financial Crisis. One aim of the legislation was to force banks to be…
Silver… What’s Next? | SLV
Silver traders have had a field day over the past year. The price of silver did nothing for years, if not decades, and then it took off like a bad…
Valero Energy | VLO
There are other ways to play an emerging energy crisis due to the war in the Middle East besides buying the commodity. One could buy the refiners. This article is…