Economic Briefing
Investors and traders should closely monitor the seven economic events scheduled for the week of July 15–18, 2025, as they provide critical insights into inflation, housing demand, producer prices, labor…
The Various Hypotheses For the Cause(s) of the Air India Dreamliner Crash
The Air India Flight 171 crash, involving a Boeing 787-8 Dreamliner on June 12, 2025, in Ahmedabad, India, killed 241 of 242 people on board and at least 24 on…
Office Hours
In this week's episode of Office Hours, Mike & Mark discuss the recent economic numbers and NVDIA. This article is for registered members - please login or click here to subscribe or…
Office Hours
Mike and Merk discuss the Kelly Criterion and much more. This article is for registered members - please login or click here to subscribe or register for free.
Close a Few Trades
Given our feeling that stock prices are turning from bullish to bearish, we think it is time to close a few trades. If one closes the trades suggestions at the…
Office Hours
In this week's episode of Office Hours, Mike & Mark discuss the economy, retail spending, and retail stocks like Target. We also discussed UnitedHealth and more. This article is for…
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…
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…
The S&P has made no progress over the past six months, and Warren Buffett is stepping down.
The S&P 500 total return, including dividends, is essentially unchanged since November 4th, 2024, the day before the presidential election. Given the attention given to market volatility in those six…
Growth at a Reasonable Price? Amazon.
Let's keep this quick. Amazon reports after the close, the stock is essentially where it was four years ago. It's growing faster than Walmart but is trading at about five…
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…