War=>Inflation: VALE, BHP & RIO
One of the hidden secrets of economic analysis is that war leads to inflation. Few think through the argument, but after looking at the data, the connection is clear. This…
The First Sign of a Top & Correction
The price action of stocks, as measured by the Dow Jones Industrial Average, S&P500, and the NASDAQ composite, is showing signs of weakness. This article is for paid members -…
Open Mike
On Wednesday’s episode of Open Mike, Mike discusses CPI Inflation, regional banks (KRE), S&P500 (SPY), Meta Platforms (META), JPMorgan (JPM), United Healthcare (UNH), Freeport McMoRan (FCX)
Close Microstrategy (MSTR) Collared Stock
We introduced readers to MicroStrategy back in 2022 and have traded the stock successfully. This article is for registered members - please login or click here to subscribe or register for free.
NVIDIA: NVDA
Many have been asking questions about NVIDIA. The owners of the stock want to know when they should sell the stock. The more aggressive ones want to know, if and…
Open Mike
In this Monday’s (April 8) episode of Open Mike, Mike talks about energy stocks. He takes views questions to discuss crude oil, Marathon Petroleum (MPC), and Valaro (VLO). He goes…
Salesforce: CRM
Salesforce is an enterprise software company. Those who follow us at TOE know we do not like these companies from an investor perspective. This article is for paid members -…
McDonalds: MCD
McDonald's has been a big winner for investors since the bottom of the financial crisis. Oddly, the press has not paid much attention to fast-food restaurants. This article is for…
Open Mike
In the Wednesday, April 3rd edition of Open Mike, Mike discusses Gold (GLD), large gold mining stocks (GDX), Newmont Mining (NEM), JPMorgan Chase (JPM), Citibank (C), D.R. Horton (DHT), United…
Bank of America: BAC
We have been avoiding the banks as we are uncertain as to how they will perform given the weakness in commercial real estate. This article is for paid members -…