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…
Office Hours
In this episode of Office Hours, @Michael_Khouw & @MGuthner discuss the dust-up between President Trump and Elon Musk. We go on to discuss DeMark Indicators and what they are signaling…
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.
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…
Office Hours
In this weeks episode Mike and Mark discussed accounting, Pfizer, Apple, investing, Charlie Munger, the trade deficit, tarrifs, McDonalds, Cheezecake Factory, Microsoft, GM, valuation and capital intensity, Delta Airlines, etc.
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…
Open Mike
On Monday’s episode of Open Interest, Mike discusses Tesla earnings and how to trade them.
Office Hours
On Friday, April 18, Mike and I talked about risk in the banking sector and how academics think about FDIC insurance, bailout versus bailouts after the train wreck.
Office Hours
On Friday's March 11 Office Hours, Mike & Mark discuss inflation, interest rates, Zero DTE options, and more. This article is for registered members - please login or click here…
Office Hours
In this edition of Office Hours, Mike & I discuss the recent market meltdown, tariffs, onshoring, volatility, and how one might trade the turmoil. Interestingly, Mike noted that the price…
Office Hours
In Friday's episode of Office Hours, Mike Khough and Mark Guthner discuss LULU and its implications for consumer stocks. We also discuss inflation and the S&P 500. We also discuss…