The S&P 500 total return, including dividends, is essentially unchanged since November 4th, 2024, the day before the presidential election. Given the attention given to market volatility in those six…
Let's keep this quick. Amazon reports after the close, the stock is essentially where it was four years ago. It's growing faster than Walmart but is trading at about five…
If there is one sector that has been left behind in the bull market in stocks, it is Biotech. It has been dead money since 2015. One can only wonder,…
Starbucks’ new CEO said the company is making progress on its turnaround plan. However, Brian Niccol, now almost 8 months into his new role, acknowledged, “I’d be remiss if I…
Microstrategy, a company that was originally known for making business intelligence software used os of that intelligence to redirect its business to become a Bitcoin treasury business. This article is…
Today we will talk about one of my wife's favorite companies. Bath and Body Works. This is a company that was spun off the Victoria Secretes Franchise when management decided…
“When a management with a reputation for brilliance tackles a business with a reputation for bad economics, it is the reputation of the business that remains intact.” -Warren Buffett This…
In this week's episode of Office Hours, Mike & I talk about Trump & the Fed, valuation, tariffs, Meta and Netflix. This article is for registered members - please login…
Gold has caught the traditional investment world by surprise. If you go back to the last 15-20 years, we see that gold has outperformed the S&P500. Who knew? Certainly not…
On March 31, 2025, we suggested traders take a bullish position in NVO by selling a cash-covered put option on the stock. This article is for paid members - please…