Office Hours
In this week’s episode of Office Hours, Mike & Mark discuss inflation, equity valuation, and a couple of stocks.
Door Dash: DASH
One of the internet stocks that has taken hold is DoorDash. It is a company and stock we have written about in the past. While we think the company is…
Close Tesla Bear Trade: TSLA
We have been bearing Tesla stock for some time. We have made several bearish trade suggestions with very good success. This article is for registered members - please login or…
German Stocks (DAX): EWG
There are a few markets we are bearish on virtually all the time. This emotion does not mean we are prepared to trade that sentiment. We do our best to…
Market Meltdown: Whats Next?: QQQ, SPY, IWM
The price of equity securities is selling off. Many are caught by surprise by the recent selloff, but we are not. We have been talking about excessive valuation for at…
Office Hours: What’s the Deal with Bitcoin?
On Friday’s episode of Open Interest & Office Hours, Mike & Mark discuss Bitcoin with Technology Entrepreneur, Scott Goldfarb. We discuss what Bitcoin is and why it is heard to…
Costco Wholesale Fell Post Earnings. It’s Still No Bargain.
Investment Research Report: Costco Wholesale Corporation (COST) Company Overview Costco Wholesale Corporation (NASDAQ: COST) operates a global chain of membership-only warehouse clubs, offering a wide range of branded and private-label…
Sharp Fiscal Cuts Reduce Inflation, But Increase Recession Risk
Government waste, fraud, and abuse, combined with the sheer size of government, contribute to higher costs and inflation in several interconnected ways. Wasteful spending diverts resources from productive uses, whether through…
Equinix Inc: EQIX
Data centers are all the rage. They have been traditionally used to host websites and deliver cloud services to corporations. That all changed with crypto and AI. This article is…
Anxiety is rising, and that’s not great for equities.
The VIX measures the market’s expectation of volatility over the next 30 days as implied by a weighted strip of SPX Index options. When investors are nervous, options premiums, and…
Emerging Market Stocks: EEM
One of the great underperformers of the past 16+ years is emerging market stocks. In fact, we cannot think of an asset class that has done worse. Herein lies an…
Ark Innovation Fund: ARKK
With the price of equities in a downtrend, we once again look to our favorite stock to short to hedge any portfolio. This article is for paid members - please…