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Toyota Motor Company | TM

Toyota Motor is probably our favorite auto manufacturer, as it makes more cars than any other in the world. The company made 9.6 million vehicles under the Toyota brand in 2025. Add in the Daihatsu and Hino brands, and total…
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Oil Services | SLB

One of the situations that surprises most retail oil and gas investors is that exploration and production companies did not automatically increase drilling activity when oil prices began to rise after the onset of the war with Iran. This article…
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People are nervous. Should you be? | SPY & QQQ Oil & Rates

The equity markets are at an interesting juncture. About 6 weeks ago, we were looking for a correction in the broad market averages as we interpreted investor behavior a bit frothy. But an interesting thing happened as the scenario played…
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Netflix Update | NFLX

Netflix reported earings on October 20. We thought the performance was just fine. The street thought otherwise. This article is for paid members - please login or subscribe for access.
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Super Micro Computer Inc | SMCI

Back on August 23, we suggested getting long Super Micro Computer Inc when the stock was trading at $37.24 a share. We suggested getting long by selling an October $35 strike put option for $3.09. This article is for paid…
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Hess Midstream LP | HESM

With the leading tech names looking a little wobbly and the AI trade becoming painful, we think it makes sense to continue to look for developing ideas. We have found one that offers high yield. This article is for paid…
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October 17, 2026
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Japan & Honda | HMC

Today, we are going to take a step off the conveyor belt and talk about Japanese stocks. As a quick reminder, they peaked on 12/31/1989 and went into the doldrums…

April 22, 2026
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Devon Energy | DVN

The oil and gas sector is doing well, but some companies are left behind. One such company is Devon Energy. This article is for paid members - please login or…

April 21, 2026
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UnitedHealth Group | UNH

UnitedHealth Group reported Q1 2026 earnings today, and the market liked what they heard. This article is for paid members - please login or subscribe for access.

April 20, 2026
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Oracle Corp | ORCL

Oracle Corp has had its share of ups and downs. Recently, it has mostly been down. The reason for this is rather simple. This article is for paid members -…

April 18, 2026
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MercadoLibre | MELI

Today, we return to MercadoLibre. We suggested selling an April $1,800/$1,700 put spread on February 23, 2026, for $41.75. That put spread expired worthless on Friday. This article is for…

April 15, 2026
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Mosaic Update | MOS

In today's note, we wanted to revisit Mosaic, the big fertilizer company. This article is for paid members - please login or subscribe for access.

April 14, 2026
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Options Expiration

Here we are at options expiration: 5 trades are coming to an end; 2 are in the red, and 3 are in the black. This article is for registered members…

April 13, 2026
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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.

April 10, 2026
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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…

April 9, 2026
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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…

April 7, 2026
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The US & Iran Cut a 2 Week Deal

We finally have a glimmer of good news. The US & Iran agreed to a two-week-long ceasefire. This article is for registered members - please login or click here to subscribe or…

April 6, 2026
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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…

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