Can Microstrategy’s Outperformance Continue?: MSTR
Heralded as the flagship cryptocurrency, Bitcoin disrupts traditional finance as a decentralized, borderless currency immune to government control or inflation. Its fixed supply of 21 million coins—capped by code—positions it as "digital gold," a hedge against fiat currency devaluation, especially…

Door Dash: DASH
One of the internet stocks that has taken hold is DoorDash. It is a company and stock we have written about in the past. While we think the company is here to stay, we often have an issue with the…

Costco Wholesale Fell Post Earnings. It’s Still No Bargain.
Investment Research Report: Costco Wholesale Corporation (COST) Company Overview Costco Wholesale Corporation (NASDAQ: COST) operates a global chain of membership-only warehouse clubs, offering a wide range of branded and private-label products at low prices. As of March 2025, Costco operates…

Sharp Fiscal Cuts Reduce Inflation, But Increase Recession Risk
Government waste, fraud, and abuse, combined with the sheer size of government, contribute to higher costs and inflation in several interconnected ways. Wasteful spending diverts resources from productive uses, whether through bloated bureaucracies, redundant programs, or poorly managed projects. Wasteful or…

Equinix Inc: EQIX
Data centers are all the rage. They have been traditionally used to host websites and deliver cloud services to corporations. That all changed with crypto and AI. This article is for paid members - please login or subscribe for access.

Anxiety is rising, and that’s not great for equities.
The VIX measures the market’s expectation of volatility over the next 30 days as implied by a weighted strip of SPX Index options. When investors are nervous, options premiums, and therefore the VIX tends to spike, reflecting heightened uncertainty. This…
September 24, 2024

US Steel: X

U.S. Steel finds itself in a bit of a political twist. The company received a generous takeover offer from Nippon Steel, but the government and the United Steelworkers Union are…

September 23, 2024

Albertsons: ACI

Move over John Maynard Keynes, Murry Rothbard, Ludwig von Mises, and Fredrick von Heyak, the great economist Kamala Harris has diagnosed the inflation problem. Those greedy business people are gouging…

September 21, 2024

Berkshire Hathaway: BRK/B

One of the big beneficiaries of the great bull market in stocks is Berkshire Hathaway. This article is for paid members - please login or subscribe for access.

September 18, 2024

Open MIke

In Wednesday's episode of Open Mike, Mike discusses Gold and Equities in light of the Fed 50 basis point cut in the overnight Fed Funds rate. He goes on to…

September 18, 2024

CVS Health Corporation: CVS

CVS Health Corporation is the Roger Dangerfield of the health management companies. Investors will not give the stock any respect. This article is for paid members - please login or…

September 17, 2024

Open Mike

In Monday's episode of Open Mike, Mike discusses gold, Schlumberger, ATT, VIX, SP500, William-Sonoma, Adobe, Tesla, and Palantir Technologies. This article is for registered members - please login or click…

September 17, 2024

Options Expiration

Standard monthly options expire at the end of the week, and we have several trades to close. This article is for registered members - please login or click here to subscribe or…

September 16, 2024

Boeing: BA

Boeing is currently facing a series of significant challenges, some of which are self-inflicted. The most urgent and critical one is the catastrophic design flaw in the 737 Max, a…

September 15, 2024

Open Mike

In this episode of Open Mike, Mike discusses Oracle, Amazon, Google/Alphabet, ATT, and the exercise of deep puts. This article is for registered members - please login or click here…

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