Hims & Hers | HIMS
There is another way to play the weight-loss craze: Hims & Hers... This article is for paid members - please login or subscribe for access. Username Password Remember Me …
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…
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…
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…
Unintended Regime Change
Unfortunately for investors, the phrase “regime change” may become a nasty double entendre. This article is for paid members - please login or subscribe for access.
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…
If I Were a Presidential Speechwriter
My Fellow Americans, Nearly one month ago, following a period of unprecedented escalation and the exhaustion of every diplomatic avenue, I ordered the United States military to take decisive action…
If We Kick the Can Into a Dark Alley, We Should Not Follow
The war with Iran has always been asymmetric. While we clearly have kinetic superiority, they have the existential "will to live", numerous economic pressure points, they don't have elections, they're…
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…