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…

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…

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…

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.

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…

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…

What We Need is More Cow Bell!

It is no secret that many college graduates are up to their eyeballs in debt. Many graduates have the equivalent of a home mortgage but not the house. Most people borrow…

Autos & the Economy

Macroeconomic analysis is not a primary driver of our investment process, but it does play a role. To our way of thinking, there are companies that do well and some…

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