Open Mike
In Monday’s episode of Open Mike, Mike discusses Albemarle Corp (ABM), a big producer of lithium, and the price of lithium, which is down a surprising 65% from its peak.
Blackrock: BLK
Blackrock is one of the most prominent asset managers in the world. If there were ever a company that discovered a secret sauce, it would be called BlackRock. The reason…
Broadcom: AVGO
Chip stocks have been on a tear for the past year or two. One might expect the trend to continue as the government offers subsidies to companies that build manufacturing…
Open Mike
In Wednesday’s episode of Open Mike, Mike discusses Haliburton (HAL), Kirby (KEX), Tesla (TSLA), S&P500 (SPY) and Alphabet (GOOGL).
Gold GLD Update
Our readers know that we are bearish on the dollar because we think the massive budget deficits and the associated money printing that enables the deficits will continue ad nauseam.…
Phillipps 66 Update: PSX
On February 7 of this year, we suggested that people buy Phillips 66 stock and sell an out-of-the-money call against it to generate some income and leave room for some…
Open Mike
In this episode of Open Mike, Mike discusses TESLA, Ford, Las Vegas Sands, Darden Restaurants, BYD, and Grey Television (GTN).
ServicesNow: NOW
ServiceNow is another one of the many enterprise software companies that help other companies run their businesses. The companies as a group tend to grow revenue fast but grow earnings…
Apple Update: AAPL
Apple is one of the magnificent seven. It has been one of the big outperformers for good reason. The company mints money. This article is for paid members - please…
Open MIke
On Wednesday’s episode of Open Interest, Mike & Mark discuss inflation and natural resource investing as a way of holding on to purchasing power.