Open Mike
In this week's episode of Open Mike, @Michael_Khouw discusses Walmart, Excess Saving, Credit Car Balances, Consumer Spending, Costco, Alphabet (Google), S&P500, Palantir, the VIX, NVIDIA, and MGM. This article is…
Big Tree Fall Hard
not see the forest for the trees idiom US : to not understand or appreciate a larger situation, problem, etc., because one is considering only a few parts of it…
Tesla: TSLA
Lather, rinse and repeat. On January 4, we suggested a bearish trade on TSLA stock. This article is for paid members - please login or subscribe for access.
Secretary Hegseth Tells DoD to Plan for Cuts. Why Have Two Defense Primes Risen?
So far in 2025, the top contractors for the US Department of Defense (DoD), often referred to as the “defense primes,” have had quite a mixed bag. Here are the…
Options Expiration
Standard monthly options will expire at the end of the week. We have six trades coming to an end; four are in the black, and two are in the red.…
Constellation Brands: STZ
Is it time for a drink? Warren Buffet seems to think so. Berkshire Hathaway bought 5.6 million shares for about 1.2 billion dollars. Let's take a look at why. This…
Rio Tinto: RIO
Rio Tinto is one of our favorite mining companies and a one-time client of Mark's team at the Australian & New Zealand Investment Banking Group. This article is for paid…
Deficits Inflation Rates Expectations (DIRE)
Before the election, I highlighted the continued inflationary pressure the policies of either candidate might introduce, possibly hampering hopes for rates to decline to the historically low levels consumers, investors,…
Mag 7: MAGS
As an investor, if you do not know the Magnificent 7, you must be living under a rock. This article is for paid members - please login or subscribe for…
Unfiltered Conversations with Prof. Mark Guthner
A few weeks ago, Mark sat down with Garg Lakshay, a young student at Rutgers, to discuss education, free speech, conspiracies, and other random subjects and ideas.