Crypto Update | IBIT, ETHA & MSTR
Back on November 1, 2025, we suggested bullish trade ideas in IBIT and ETHA, the ETFs that track Bitcoin and Ether, respectively. It is now clear that we were a…
Centene Inc | CNC
Politics and healthcare. I cannot think of a more dysfunctional relationship. This article is for paid members - please login or subscribe for access.
Give Thanks. Then Give Me Twenty.
It’s well known that Americans tend to overindulge a bit during the year-end holidays. Thanksgiving is commonly believed to be the day with the highest average calorie intake of the…
When Black Friday Comes
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PayPal Inc | PYPL
We discussed PayPal in August of this year, suggesting that traders sell a marginally out-of-the-money cash-covered put, with a couple of months to expiration on the stock. Those options expired…
NVIDIA Reports Earnings – Implications for MAG7 | MAGS
Today was an interesting day in the market. We were reluctant to discuss any trade ideas yesterday as NVIDIA was to report earnings before the opening. This article is for…
Options Expiration
It is that time of the month again. Standard monthly options will expire at the end of the week. As such, we have six trades coming due. Four of those…
Biotech | IBB
Here at TOE, we think (1) tech has run its course for the time being and 2) some out-of-favor sectors like Biotech are about to take the lead in the…
Santa Baby, An Investor’s Christmas List
As the holidays approach, I am reminded of Eartha Kitt's famous rendition of "Santa Baby", a rather ambitious Christmas list that included a duplex and checks. One particularly expensive item…
CrowdStrike | CRWD
As you know, we are generally bullish here at TOE, and for good reason. Looking back 100 years, equity returns at positive 73% of the time on a year over…
Rio Tinto Update | RIO
It's time to do an update on our Rio Tinto trade. Recall that Rio Tinto is a giant, diversified mining company that operates globally. This article is for paid members…
Office Hours | Share Repurchasers, WFC, MSTR
In this week's episode of Office Hours, Mike & Mark discuss the wisdom of passive investing with a tailwind. Specifically, they discuss the wisdom of investing in an ETF that…