Rio Tinto as a Debasement Trade | RIO
The "debasement trade" is alive and well. The financial media has been talking about it for a while now; it all hinges on investments that benefit from a decline in…
Options Expiration
Standard monthly options will expire at the end of the week, and we have some trades coming due that are worth addressing. This article is for paid members - please…
T. Rowe Price Associates | TROW
The market for risk assets, stocks, crypto, and junk bonds had a difficult time last week. Prices fell across the board. So what should one do if they want to…
Apache Corp | APA
The economic world has become a strange place. Just at the price of risk and hard assets, it is hitting a peak in US dollar terms; they are hitting a…
Office Hours with Mike & Mark
In this episode of Office Hours, Mike & Mark discuss opportunities in the Electric Utilities.
Netflix Inc | NFLX
Is Netflix about to have a Bud Light moment? This article is for paid members - please login or subscribe for access.
Range Resources Update | RRC
Back in December of 2024, we were bullish on natural gas. We saw the explosion in AI and the need for electric power to energize this new technology. It is…
Applied Materials | AMAT
It is time to revisit the Applied Materials company. This is one of the most important companies in the silicon chip space, to which few people pay attention. This article…
Phillips 66 Update | PSX
It's time to take a closer look at Phillips 66, the gasoline refiner and retailing company. This article is for paid members - please login or subscribe for access.
Lululemon Athletics Inc. | LULU | So Bad it’s good?
Lululemon Athletica Inc. (commonly stylized as lululemon) is a Canadian multinational athletic apparel retailer specializing in premium, technical clothing and accessories for active lifestyles. This article is for paid members…
Trade Desk | TTD
Trade Desk Inc. is one of those companies that gives value investors all kinds of heartburn. It is a company that is both growing nicely and profitable. This article is…