Lamb Weston Holdings | LW
Lamb Weston, we hate you... At least that is what the investment community is saying these days. This article is for paid members - please login or subscribe for access.
Adobe | ADBE
AI is impacting software companies, and there is a view that it will inflict greater damage on software than on most other industries. This phenomenon is creating a new class…
Magnificent 7 | MAGS
On November 20, 2025, we argued that the Mag 7 stocks had reached a plateau and were likely to trade sideways for a while. To capitalize on this thesis, we…
Crude Oil | USO
The price of oil has been moving up over the last few days, and the financial media is getting more excited than a dog with two tails. This article is…
Options Expiration
It's that time of the month again. Standard monthly options will expire at the end of the week. 13 trades will expire. 11 are in the black, and 2 are…
Bitcoin | BTC
Bitcoin has been frustrating the bulls for at least a year. One should not be surprised, as the bullishness was off the charts. Name-brand players like Plan B and Thomas…
Vistra Corp | VST
Vistra Corp agreed to pay $4 billion for 10 natural gas-fired power plants in the US Northeast and Texas to expand the electricity supplier’s generation capacity in fast-growing energy markets.…
Thoughts on AI
There is no doubt that AI will be transformative to the economy at large and people’s lives at the molecular level. What that impact will be is uncertain, but it…
Micron Technology | MU
I friend of mine who is an RIA asked me if I thought there was still time to get in on the memory chip mania. This article is for paid…
Emerging Markets | EEM
We have been fans of emerging markets for some time, as these stocks have performed well since the global financial crisis. Asia was weak, Latin America was weak, and so…
Home Depot | HD
The Fed has cut short-term interest rates, and most people believe that this is good for interest rates. But what if it is not? This article is for paid members…
Office Hours
In this episode of Office Hours, Mike & Mark discuss gold, silver, and copper, as well as Freeport-McMoRan, a global mining company (primarily focused on copper).