Galaxy Digital | GLXY
If you cannot decide whether to invest in crypto service companies or data center companies, Galixy Digital changes that question from "or" to "and" or yes, thank you. This article is for paid members - please login or subscribe for…

NVIDIA | NVDA
NVIDIA reported earnings, and they beat everyone's expectations. At the same time, the share price continues to move higher as if it were a slow-growth value company. This article is for paid members - please login or subscribe for access.

Oracle Corp Update & Trade Adjustment | ORCL
On July 28, we wrote a bullish article on Oracle Corp, the mega database, enterprise software, and SaaS company that jumped headfirst into datacenters. This article is for paid members - please login or subscribe for access.

Adeia Inc. | ADEA
Last week, we stumbled upon an interesting midsize company called ADEIA in a YouTube video while learning about patents and semiconductors. This article is for paid members - please login or subscribe for access.

United Airlines | UAL
The airlines took a massive hit due to the C19 government shutdown. To stay alive, the company had to borrow heavily from the US government to pay its bills. Fortunately for the company and to the detriment of taxpayers, much…

Wayfair | W
Investing is a process by which savers put their hard-earned capital to work in the hope that it will earn a return. People expect an investment to suck in capital at the beginning and spit out cash over time. This…
May 27, 2025

USA Steel

US Steel has received a buyout offer from Nippon Steel. The Biden administration said it would not let the takeover go through for national security reasons. This article is for…

May 25, 2025

Office Hours

Mike and Merk discuss the Kelly Criterion and much more. This article is for registered members - please login or click here to subscribe or register for free.

May 25, 2025

Japan, Land of the Rising…Yields?

Bond yields provide critical insights into economic expectations, inflation, and currency valuation. Higher bond yields, especially on government bonds, can signal expectations of stronger economic growth. Lower yields suggest economic…

May 22, 2025

Close a Few Trades

Given our feeling that stock prices are turning from bullish to bearish, we think it is time to close a few trades. If one closes the trades suggestions at the…

May 22, 2025

Macro

As our readers and Office Hours listeners know, we thought the market would overreact to the tariffs. The stated purpose of the tariffs was to improve the trade imbalance and…

May 19, 2025

Campbell Soup: CPB

Today, we return to one of our favorite value stocks, Campbell Soup. It is a consumer staple whose stock should be performing well. But that is not the case. The…

May 18, 2025

Missing Their Target

A risk premium is the additional return an investor expects to receive for taking on extra risk compared to a risk-free investment, such as a government bond. It represents the…

May 18, 2025

Office Hours

In this week's episode of Office Hours, Mike & Mark discuss the economy, retail spending, and retail stocks like Target. We also discussed UnitedHealth and more. This article is for…

May 17, 2025

CF Industries: CF

Industrial farming, as it is, depends heavily on fertilizer. The primary pure-play competitors in the fertilizer space who reside in the US are CF Industries (CF), Mosaic (MOS), Intrepid Industries…

May 14, 2025

Chevron: CVX

Unlike the average investor, we like the oil & gas sector of the economy. As much as we would like to see a transition to more efficient energy sources, that…

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