Cameco: CCJ
The nuclear power industry is getting a lot of attention these days. The world is figuring out that data centers running AI apps need massive amounts of electricity to run.…
What’s Next for Bitcoin: IBIT
Bitcoin is the asset of the decade. It has been loved by some and hated by many, but it has delivered a higher return on investment than any other asset…
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…
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.
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…
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…
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…
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…
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…
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…
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…