Zoom Communications Inc. | ZM
Zoom Communications is a popular cloud-based video communications platform that became ever so popular during the Covid lockdown. This article is for paid members - please login or subscribe for access. Username Password Remember Me     Forgot Password

Clorox Co | CLX
The Clorox Company has round-tripped. The stock was rising at a measured pace for a long time. Then C19 hit, and the company could not make enough chlorine bleach to go around. This article is for paid members - please…

Walt Disney Company | DIS
The Walt Disney Company is an iconic brand that screams American. There is nothing more fun than attending one of its theme parks. Mark grew up in Southern California and went to Disneyland several times a year. Coming in a…

CBOE Global Markets, Inc | CBOE
The CBOE stock price has taken it on the chin over the past few weeks. With revenues and earnings still growing, is it time to "buy the dip"? This article is for paid members - please login or subscribe for…

Delta Airlines | DAL
On March 3 of this year, we suggested selling a cash-covered put on Delta Air Lines stock. That option expires at the end of the week, and unless something wicked happens, we expect it to expire worthless. This article is…

Circle Internet Group | CRCL
There are very few projects we like in cryptoland. Most projects do not try to solve a problem; they are just excuses to issue tokens and grant a large chunk of them to founders for free (known as a "premine"),…
May 25, 2025

Office Hours

Mike and Merk discuss the Kelly Criterion and much more. This article is for registered members - please login or click here to subscribe or register for free.

May 25, 2025

Japan, Land of the Rising…Yields?

Bond yields provide critical insights into economic expectations, inflation, and currency valuation. Higher bond yields, especially on government bonds, can signal expectations of stronger economic growth. Lower yields suggest economic…

May 22, 2025

Close a Few Trades

Given our feeling that stock prices are turning from bullish to bearish, we think it is time to close a few trades. If one closes the trades suggestions at the…

May 22, 2025

Macro

As our readers and Office Hours listeners know, we thought the market would overreact to the tariffs. The stated purpose of the tariffs was to improve the trade imbalance and…

May 19, 2025

Campbell Soup: CPB

Today, we return to one of our favorite value stocks, Campbell Soup. It is a consumer staple whose stock should be performing well. But that is not the case. The…

May 18, 2025

Missing Their Target

A risk premium is the additional return an investor expects to receive for taking on extra risk compared to a risk-free investment, such as a government bond. It represents the…

May 18, 2025

Office Hours

In this week's episode of Office Hours, Mike & Mark discuss the economy, retail spending, and retail stocks like Target. We also discussed UnitedHealth and more. This article is for…

May 17, 2025

CF Industries: CF

Industrial farming, as it is, depends heavily on fertilizer. The primary pure-play competitors in the fertilizer space who reside in the US are CF Industries (CF), Mosaic (MOS), Intrepid Industries…

May 14, 2025

Chevron: CVX

Unlike the average investor, we like the oil & gas sector of the economy. As much as we would like to see a transition to more efficient energy sources, that…

May 13, 2025

Selling Volatility: SVXY

Selling volatility is a yield strategy. Volatility traders buy vol when it is cheap and sell it when it is expensive. Options market makers buy and sell options against stock…

May 12, 2025

Options Expiration

Once again, standard monthly options will expire at the end of the week. We have six trades with accrued profits of $749 coming to a conclusion.

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