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Cameco: CCJ

The nuclear power industry is getting a lot of attention these days. The world is figuring out that data centers running AI apps need massive amounts of electricity to run. This article is for paid members - please login or…
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What’s Next for Bitcoin: IBIT

Bitcoin is the asset of the decade. It has been loved by some and hated by many, but it has delivered a higher return on investment than any other asset (class) on the planet. This article is for paid members…
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USA Steel

US Steel has received a buyout offer from Nippon Steel. The Biden administration said it would not let the takeover go through for national security reasons. This article is for paid members - please login or subscribe for access.
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Japan, Land of the Rising…Yields?

Bond yields provide critical insights into economic expectations, inflation, and currency valuation. Higher bond yields, especially on government bonds, can signal expectations of stronger economic growth. Lower yields suggest economic slowdown or recession fears, as investors flock to safe assets,…
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Campbell Soup: CPB

Today, we return to one of our favorite value stocks, Campbell Soup. It is a consumer staple whose stock should be performing well. But that is not the case. The stock is trading down, and the reason for this, in…
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Missing Their Target

A risk premium is the additional return an investor expects to receive for taking on extra risk compared to a risk-free investment, such as a government bond. It represents the compensation for bearing uncertainty or potential losses associated with an…
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May 31, 2025
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Welcome to The Options Edge

November 12, 2022
September 9, 2021
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Oil & Gas Update: (XOM & RRC)

The oil and gas sector of the economy is having a bit of a renaissance this year. It took a severe beat-down during the Covid lockdown, and for a good…

September 7, 2021
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Dow & S&P500 Swoon, Now What?

Stock prices as defined by the DOW and S&P500 took a bit of a beating on Tuesday, Sept 7. The NASDAQ bucked the trend closing close to "unched." Most people…

September 6, 2021
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The Week Ahead | 09/07/2021

Labor Day, Marketrs are closed on Monday September 6th, 2021. Observed the first Monday in September, Labor Day is an annual celebration of the social and economic achievements of American workers.…

September 4, 2021
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Royal Caribbean Group (RCL)

Few industries have been hit harder by SARS-Covid-2 than the cruise industry. Anyone who has taken a cruise knows the boats are huge, and they pack a huge number of…

September 2, 2021
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Roll the Hedge (SPY)

For the past number of months, we have been nervous bulls. With a bullish underbelly, we have discussed several bullish ideas in the value stock arena. But to hedge ourselves,…

September 2, 2021
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Robinhood Markets (HOOD)

Robin Hood, the new-fangled electronic broker that is all the rage with Millenials and Gen Zers, is continuously in the news. This article is for paid members - please login…

August 31, 2021
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The Dollar. What’s Next? (UUP)

Everyone has an opinion on the dollar. The loudest voice always suggests the dollar will crash. We have heard this opinion expressed by the gold bugs continuously since 1971 when…

August 30, 2021
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Peloton Reports Earnings and Disappoints (PTON) or Harry Crumb Rides a Bike

Peleton is/was the ultimate lockdown stock. Peleton brought their stationary entertainment bike to market at just the right time. People were reluctant to leave their homes, had spare time because…

August 30, 2021
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The Week Ahead | 08/30/2021

Next week: Powell’s Jackson Hole speech has raised the importance of the job market data, which is seen as the key factor in the Fed’s taper timing decision. Payroll growth…

August 27, 2021
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Homes Are Getting Expensive; Are Homebuilders?

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