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United Airlines | UAL

The airlines took a massive hit due to the C19 government shutdown. To stay alive, the company had to borrow heavily from the US government to pay its bills. Fortunately for the company and to the detriment of taxpayers, much…
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Wayfair | W

Investing is a process by which savers put their hard-earned capital to work in the hope that it will earn a return. People expect an investment to suck in capital at the beginning and spit out cash over time. This…
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Super Micro Computer Inc | SMCI

On May 27, we suggested getting bullish on SuperMicro Computers even though the company has a checkered past, as a few of its employees went off the reservation. This article is for paid members - please login or subscribe for…
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Bonds, Debt & Inflation | Gold Silver & Bitcoin | Strategy Inc | MSTR

The US Treasury Department did something that caught bond investors by surprise. It decided to expand the buyback program of its long-term debt, This article is for paid members - please login or subscribe for access.
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PDD Holdings Inc | PDD

We have been bearish on China-based stocks ever since the communist government imposed a one-time success tax on big winners like Baidu, Alibaba, and Pinduoduo (now PDD Holdings Inc.). This article is for paid members - please login or subscribe…
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Since Reaching the Top of the Fortune 500, Amazon Has Become Rangebound

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March 24, 2026
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T. Rowe Price | TROW

Today, we thought we would return to one of our favorite buy-write names: T. Rowe Price, the asset management company. This article is for paid members - please login or…

August 1, 2026
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GoDaddy | GDDY

GoDaddy is the company we all interact with, even though we do not directly use their products. GoDaddy is one of the companies that registers web addresses and provides infrastructure…

July 29, 2026
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Rates & Predictions

The issue is bonds.... James Bonds This article is for registered members - please login or click here to subscribe or register for free.

July 28, 2026
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Oracle Corp | ORCL

The most hated Mag 7 adjacent, Tech, Cloud, Enterprise Software, AI stock is Oracle Corp. This article is for paid members - please login or subscribe for access.

July 27, 2026
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Apple Inc. Update | AAPL

Making bearish bets in this market is hazardous to one's financial health, even for stocks that appear expensive and overvalued. This article is for registered members - please login or…

July 25, 2026
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Dominion Energy | D

The one bottleneck to AI that everyone seems to agree upon is energy. Data centers are energy hogs, and the US is undergoing a significant upgrade to its energy grid…

July 22, 2026
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Domino’s Pizza | DPZ

Fast-casual restaurants have been in a bit of a funk over the past couple of years. Some say it is the Wegovy effect, where people on GLP-1s are eating out…

July 21, 2026
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Bookings Holding Inc. | BKNG

Investors are getting nervous about oil prices and their impact on gas and jet fuel prices. Some think it will eventually put a crimp in people's travel plans. This article…

July 20, 2026
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HUT 8 | HUT

Back in February of this year, we suggested selling a cash-covered put option on Hut 8. That trade worked well. On May 13, we suggested selling another cash-covered put, and…

July 18, 2026
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Netflix Inc. | NFLX

Netflix reported earnings last week, and the street was disappointed. Did they overreact, or are they on to something? This article is for paid members - please login or subscribe…

July 15, 2026
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Cheniere Energy Partners, L.P. | CQP

Today, we want to talk about an income play. Cheniere Energy Partners, L.P., is an LNG infrastructure company critical to global natural gas trade. This article is for paid members…

July 14, 2026
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DocuSign | DOCU

DocuSign is a stock that has taken investors on quite a roller coaster ride. It came to the public in close to 9 years ago, just before the C19 lockdown.…

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