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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…
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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.
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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 subscribe for access.
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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 and services for hosting and building websites. In fact, our…
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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.
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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 to accommodate them. This article is for paid members -…
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March 24, 2026
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November 12, 2022
June 30, 2025
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Centene Corp: CNC

The health insurance market is under intense scrutiny these days. United Healthcare (UNH) is a stock we have talked about that investors have taken to the woodshed for good reason.…

June 28, 2025
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Tesla: TSLA

Tesla is a leader in the EV space. But the company has more going for it than just EVs. The company has been innovating its way to success and is…

June 25, 2025
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Toyota Motor Company: TM

One of our favorite automobile manufacturing companies is Toyota Motor Company. They make and deliver more cars than any other company on the planet and they produce a very high-quality…

June 24, 2025
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Stablecoins & the Ethereum Network: ETH

On June 17, 2025, the U.S. Senate passed the Guiding and Establishing National Innovation for US Stablecoins (“GENIUS”) Act with strong bipartisan support (68-30 vote) This article is for paid…

June 23, 2025
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Novo Nordisk: NVO

On April 23, we suggested writing a June 20, $55 strike cash-covered put on the stock when it was trading at $61.30. That option expired worthless last Friday. This article…

June 21, 2025
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US Dollar

The US Dollar has been falling since the middle of 2022, and articles in the financial press tell us that more weakness is to come. This article is for paid…

June 18, 2025
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More on Crude Oil: USO & WTIC

We are looking at the oil market with some interest as the war between Israel & Iran has created uncertainty about the global supply of oil. This article is for…

June 17, 2025
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Suncor: SU

The Middle East is heating up, and that is putting the oil markets on edge as they should be. Craziness aside, how should one trade this event? Good question. This…

June 16, 2025
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United Health: UNH

If there was ever a high-flying darling that has taken a beating, it is UnitedHealth. This article is for paid members - please login or subscribe for access.

June 14, 2025
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General Mills: GIS

General Mills is one of our favorite consumer products companies, whose stock has struggled the past few years. The reason for its underperformance is that it became overvalued, and unit…

June 14, 2025
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The Various Hypotheses For the Cause(s) of the Air India Dreamliner Crash

The Air India Flight 171 crash, involving a Boeing 787-8 Dreamliner on June 12, 2025, in Ahmedabad, India, killed 241 of 242 people on board and at least 24 on…

June 11, 2025
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Dollar General: DG

Dollar General has been down in the dumps as it was not able to adjust to rising prices as well as it has in the past. Some have argued that…

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