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Toyota Motor Company | TM

Toyota Motor is probably our favorite auto manufacturer, as it makes more cars than any other in the world. The company made 9.6 million vehicles under the Toyota brand in 2025. Add in the Daihatsu and Hino brands, and total…
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Oil Services | SLB

One of the situations that surprises most retail oil and gas investors is that exploration and production companies did not automatically increase drilling activity when oil prices began to rise after the onset of the war with Iran. This article…
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People are nervous. Should you be? | SPY & QQQ Oil & Rates

The equity markets are at an interesting juncture. About 6 weeks ago, we were looking for a correction in the broad market averages as we interpreted investor behavior a bit frothy. But an interesting thing happened as the scenario played…
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Netflix Update | NFLX

Netflix reported earings on October 20. We thought the performance was just fine. The street thought otherwise. This article is for paid members - please login or subscribe for access.
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Super Micro Computer Inc | SMCI

Back on August 23, we suggested getting long Super Micro Computer Inc when the stock was trading at $37.24 a share. We suggested getting long by selling an October $35 strike put option for $3.09. This article is for paid…
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Hess Midstream LP | HESM

With the leading tech names looking a little wobbly and the AI trade becoming painful, we think it makes sense to continue to look for developing ideas. We have found one that offers high yield. This article is for paid…
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October 17, 2026
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August 9, 2025
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Home Depot: HD

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August 9, 2025
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Economic Data Review

The coming week will feature several key U.S. economic data releases that could significantly influence market sentiment and introduce volatility to the market, which is currently trading near record highs.

August 9, 2025
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Cisco Systems: CSCO

Bull and Bear Case for Cisco Systems (CSCO) Ahead of Q4 FY2025 Earnings This article is for paid members - please login or subscribe for access.

August 6, 2025
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Global Foundries Inc: GFS

The President is moving forward on his initiative to reshore production to the US. There will be lots of winners in this move, particularly the blue-collar labor sectors that inhabit…

August 5, 2025
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Trouble

We are having a very difficult time finding something intelligent to do. One can see the manic depression of investors everywhere. This article is for registered members - please login…

August 4, 2025
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American Eagle Outfitters: AEO

American Eagle Outfitters is in the news these days... because of their advertising. We like the line of reasoning that suggests that there is no such thing as bad publicity.…

August 2, 2025
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Air BNB Thoughts on Upcoming Earnings: ABNB

The bear case for Airbnb (ABNB) stock ahead of its Q2 2025 earnings report on August 6, 2025, highlights several interconnected challenges that could impact performance and valuation. This article…

August 1, 2025
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PayPal: PYPL

Technology stocks have led the way. It starts with the Mag 7 and continues with software and hardware companies. But there is one area of tech that has been left…

July 29, 2025
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Novo Nordisk: NVO

Novo Nordisk is a company that started out making the best diabetes treatments out there and then found out they have the best weight loss drug out there as well.…

July 28, 2025
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ASML Holding NV: ASML

The tech sector, in general, benefits greatly from the advancements in semiconductor technology. SMH, the ETF that traces the semiconductor stocks, is up 19% so far this year and 215%…

July 28, 2025
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Office Hours

In this episode of Office Hours, we discuss the recently passed crypto legislation and why it will be good for business and parts of the crypto community, particularly in the…

July 28, 2025
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Economic Briefing

Investors and traders will likely closely monitor these economic events scheduled for the week of July 29–August 1, 2025, as they provide critical insights into consumer confidence, housing demand, labor…

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