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Mike and I did a live video on Friday discussing the fires in Los Angeles, the potential (or not) of recession, interest rates, and a couple of long-term investment ideas.…

In the latest edition of Open Mike, Mike discusses yields on 10-year US & China Treasuries, TLT (20+year US Treasury ETF), United Health, eBay, JNJ, quantum computing, SPY, Alphabet, This…

No question about it. 2024 was a good year for investors and traders willing to move out along the risk curve. This article is for registered members - please login…

As we approach year-end, we notice that stock prices are having trouble. US Treasury yields are rising (bond prices are falling), and we think this has something to do with…

The "Dogs of the Dow" and the slightly less well-known “Dogs of the S&P” are stock-picking strategies focused on the Dow Jones Industrial Average (DJIA) and S&P 500. At the…

Risk assets took a serious spill today. The question on everyone's mind is. "is there more to come, or is that it?" This article is for registered members - please…

In Monday's episode of Open Mike, Mike interviews Brett Friedman or Winhall Risk Analytics/OptionsMetrics to discuss Bitcoin. This article is for registered members - please login or click here to subscribe or…

In Monday's episode of Open Mike, Mike discusses Toll Brothers, 30-year mortgages, CPI, United Health, VIX, Vistra, Lockheed Martin, and NVIDIA. This article is for registered members - please login…

In this episode of Open Mike, Mike discusses UNH (United Health), IBIT (Bitcoin), S&P500 & Volatility, XLF (Financial Stocks), Intel, and LULU. This article is for registered members - please…

Hated stocks are harder to find than one might expect. Behavioral finances suggest there should be lots of them. The efficient market hypothesis suggests they should not exist. This article…