Starbucks Earnings
“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…
Office Hours
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…
Did Gold Just Hit a Peak?: GLD
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…
Novo Nordisk: NVO
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…
Open Mike
On Monday’s episode of Open Interest, Mike discusses Tesla earnings and how to trade them.
Ark Innovation: ARKK
As the equity markets take a turn for the worse, we look to one of our favorite shorts to play this trend. This article is for paid members - please…
Tesla’s Robotaxis Are Promising, But It Still Faces a Long Road
Cathie Wood, CEO of ARK Invest, has consistently expressed extremely bullish price targets for Tesla (TSLA) stock, focusing on its potential in electric vehicles (EVs), autonomous driving, and robotaxi services.…
Office Hours
On Friday, April 18, Mike and I talked about risk in the banking sector and how academics think about FDIC insurance, bailout versus bailouts after the train wreck.
NASDAQ 100: QQQ
What's next for the NASDAQ 100, and how does one play it with the QQQs? That is what is on the active trader's mind. For us here at TOE, market…
When it’s too expensive to go out…Netflix.
Netflix, Inc., has proven resilient during the ongoing global trade war thanks to its international integration, subscription-based model, and economic resilience. Households would give up many discretionary expenses before sacrificing…
Dollar General: DG
One of the stocks that the bear market has ravaged is Dollar General. This phenomenon has caught us by surprise, but not for the reasons most would expect. DG was…
Norwegian Cruise Line Holdings Ltd: NCLH
The travel and leisure space is a sector that investors have left for dead. People are concerned that if a recession hits, people will put their vacation plans on hold.…