Microsoft | MSFT
Everyone is worried about the Mag 7, as many of these companies are hyperscalers making huge investments in AI compute. Investors are worried that these companies will build it, but they will not come. This article is for paid members…

Albertson’s | ACI
There is rarely a situation in which one can find an asymmetric payoff in an old-economy stock. We think we may have found one. This article is for paid members - please login or subscribe for access.

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 subscribe for access.

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 and services for hosting and building websites. In fact, our…

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.

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 to accommodate them. This article is for paid members -…

The Week Ahead 03/05/2018

What to Watch for this Week Global Spotlight Trump, Man of Steel. This week the United States is expected to place 25 percent and 10 percent tariffs on steel and…

March 2, 2018

Update: South Africa Stock Market

There was a time when South Africa was a shining light of the continent. While it took a long time to bring apartheid to an end, the people made the…

Big Picture Update

Here we are, back in the soup once again. Yesterday, the Dow Jones Industrial Average fell 380 points (1.5%), the S&P500 fell 30.45 points (1.1%), the NASDAQ fell 24 points…

Going to Pot

Thanks once again to everyone who attended our presentation at the Traders Expo in NY yesterday. We were very proud to see a record crowd and impressed by the level…

Close Out Bearish TLT Trade

We recently posted an update to our bond market analysis on 21-February-2018. We were then and are now, long-term bearish on bonds. To that end, we held a short call-spread risk-reversal…

The Week Ahead 2/26/2018

What to Watch for this Week This week we have a heavy economic calendar.  Lots of Data will be coming out, except employment.  Congress will be working on their Infrastructure…

Don’t Forget About Dividends

There at theOptionsEdge.Com, we focus on active management of our investments. We take bullish positions in companies that we think are undervalued (i.e. trade below intrinsic value) due to some short-term…

Is Smart Beta really Smart?

Smart Beta is all the rage in the fund management world these days. Smart Beta is another way of saying "factor" investing. Define a factor you like, rank stocks by…

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