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United Airlines | UAL

The airlines took a massive hit due to the C19 government shutdown. To stay alive, the company had to borrow heavily from the US government to pay its bills. Fortunately for the company and to the detriment of taxpayers, much…
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Wayfair | W

Investing is a process by which savers put their hard-earned capital to work in the hope that it will earn a return. People expect an investment to suck in capital at the beginning and spit out cash over time. This…
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Super Micro Computer Inc | SMCI

On May 27, we suggested getting bullish on SuperMicro Computers even though the company has a checkered past, as a few of its employees went off the reservation. This article is for paid members - please login or subscribe for…
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Bonds, Debt & Inflation | Gold Silver & Bitcoin | Strategy Inc | MSTR

The US Treasury Department did something that caught bond investors by surprise. It decided to expand the buyback program of its long-term debt, This article is for paid members - please login or subscribe for access.
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PDD Holdings Inc | PDD

We have been bearish on China-based stocks ever since the communist government imposed a one-time success tax on big winners like Baidu, Alibaba, and Pinduoduo (now PDD Holdings Inc.). This article is for paid members - please login or subscribe…
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Since Reaching the Top of the Fortune 500, Amazon Has Become Rangebound

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March 24, 2026
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Serius XM Holding: SIRI

There is only one way to describe Serius XM Holdings Stock, "It is so Bad its Good." This article is for paid members - please login or subscribe for access.

October 5, 2024
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Stock Prices Defy Gravity: Updated

The major stock market averages are either holding up or making all-time highs, depending on the index. We find this astounding, given the turmoil we see in the world. This…

October 3, 2024
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Conagra Reports a Disappointing Quarter

Conagra Brands' stock fell sharply yesterday after the packaged-food company reported quarterly earnings that fell short of analysts' expectations. This article is for paid members - please login or subscribe…

October 2, 2024
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Open Mike

In this week's episode of Open Mike, Mike discusses Conagra Brands, ETF Options Strategies, Apple, and Autozone. This article is for registered members - please login or click here to subscribe or…

October 2, 2024
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Wynn Resorts: WYNN

Another way of playing the Chinese stimulus programs is to find US companies with significant exposure to the Chinese markets. Wynn Resports fits that description. This article is for paid…

October 1, 2024
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Open Mike

In this Monday's episode of Open Mike, Mike discusses Nike, Lululemon, Put/Call Ratio, PayPal, TLT, and tax loss selling. This article is for registered members - please login or click…

October 1, 2024
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Berskhire Hathaway: BRK.B

We recently suggested traders sell a put spread on Berkshire Hathaway "B" shares. The world has changed, and traders should close that trade at a small gain. This article is…

September 30, 2024
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Tesla: TSLA

Telsa stock has been trading sideways for some time now. The reason for this is relatively straightforward. The enthusiasm for electric cars is cooling. This article is for paid members…

September 29, 2024
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Athleisure companies need to be nimble and flexible.

Nike and Lululemon are two of the most well-known athleisure stocks. Both meaningfully outperformed the S&P from year-end 2019 through the pandemic plunge to year-end 2021, and both have seen…

September 28, 2024
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China: Buy Everything

"Buy Everything" is the recommendation of David Tepper, the founder of Appaloosa Management. He is one of the most successful asset managers in the past 30 years. This is not…

September 26, 2024
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Don’t fight PBOC

U.S. investors have heard the investment adage “Don’t fight the Fed!” which suggests investors should not make investments contrary to the policy objectives of the nation’s central bank. This is…

September 25, 2024
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Open Mike

On Wednesday's episode of Open Mike, Mike discusses Pfizer, CarMax, Vail Resorts, Genius Sports, Costco, and the S&P 500. This article is for registered members - please login or click…

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