Selling Insurance on an Insurer – Cigna
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Precious Metals a Little Less Precious | AEM
There was a strong narrative just a few months ago that silver would be a beneficiary of the data center buildout, as it is used in electronic devices due to…
Wayfair Inc. | W
Wayfair is a company that tries to compete with the likes of Amazon, Arhous, William Sanoma, Restoration Hardware, Crate & Barrel, Pottery Barn, West Elm, Room & Board, IKEA, and…
United Parcel Service | UPS
Continuing with our themes of sell AI buy old economy, today we take a look at United Parcel Service. This article is for paid members - please login or subscribe…
Chipotle Mexican Grill | CMG
Chipotle Mexican Grill has faced challenges over the past few years. With the stock down 60%, investors are treating the company as if it were mortally wounded. This article is…
Booking Holdings | BKNG
The summer travel season is upon us, and people are formulating and implementing plans for a little R&R. That said, investors are down in the dumps on travel & leisure…
Exxon Mobile | XOM
We have been talking about the Iran war for months, and we have said that whatever happens, it will not end quickly. This article is for paid members - please…
Adobe Systems | ADBE
Fears about AI have hammered many software stocks. The enterprise software companies like PeopleSoft, ServiceNow, Salesforce, and Oracle have been particularly hard hit. This article is for paid members -…
Super Micro Computer Inc | SMCI
Has Super Micro Computer hugged the cactus long enough? This article is for paid members - please login or subscribe for access.
The Hersey Corporation | HSY
On January 24, 2026, we suggested selling a put spread on The Hershey Company as we thought the stock was turning from bearish to bullish. Turns out that was a…
Space Exploration Technologies Corp (SpaceX) & EchoStar | SPCX & SATS
With SpaceX getting closer to becoming a public company, we thought it made sense to talk about the issue, as it is likely to be the largest or second-largest IPO…
NVIDIA Earnings | NVDA
NVIDIA reported earnings after the close on Wednesday. While the street yawned, we thought the report was pretty good. This article is for paid members - please login or subscribe…