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Japan & Honda | HMC

Today, we are going to take a step off the conveyor belt and talk about Japanese stocks. As a quick reminder, they peaked on 12/31/1989 and went into the doldrums for 30 years. If there was a technical setup to…
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Devon Energy | DVN

The oil and gas sector is doing well, but some companies are left behind. One such company is Devon Energy. This article is for paid members - please login or subscribe for access.
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UnitedHealth Group | UNH

UnitedHealth Group reported Q1 2026 earnings today, and the market liked what they heard. This article is for paid members - please login or subscribe for access.
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Oracle Corp | ORCL

Oracle Corp has had its share of ups and downs. Recently, it has mostly been down. The reason for this is rather simple. This article is for paid members - please login or subscribe for access.
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MercadoLibre | MELI

Today, we return to MercadoLibre. We suggested selling an April $1,800/$1,700 put spread on February 23, 2026, for $41.75. That put spread expired worthless on Friday. This article is for paid members - please login or subscribe for access.
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Mosaic Update | MOS

In today's note, we wanted to revisit Mosaic, the big fertilizer company. This article is for paid members - please login or subscribe for access.
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March 24, 2026
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November 12, 2022
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Campbell Soup Company: CPB

As mentioned in other posts, regular people complain about the price of food (and rent). We have also discussed the slowdown in fast-casual dining. This article is for paid members…

May 20, 2024
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Open Mike

On Monday’s episode of Open Mike, Mike discusses expectations of uncertainty regarding the returns of the S&P500 (SPY) as measured by the VIX and how it might relate to the…

May 20, 2024
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The Mosaic Company: MOS

Today, we return to one of our favorite topics: food. But not in the way you think. We are going to talk about Mosaic, a company that manufactures fertilizer for…

May 18, 2024
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Open Mike

In Wednesday’s episode of Open Mike, Mike discusses the CPI, Walmart (WMT), Starbucks (SBUX), and Commodity prices.

May 18, 2024
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Albertsons Companies: ACI

Grocery chains are a well-overlooked sector of the stock market. Although they may be boring businesses, they are vital to people and the economy. This article is for paid members…

May 16, 2024
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Copper & Gold Update

An exciting phenomenon just happened in the copper market. It broke out to new all-time highs. This article is for registered members - please login or click here to subscribe or register…

May 15, 2024
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Options Expiration

Standard monthly options expire at the end of the week, and we have several trades to close. This article is for registered members - please login or click here to subscribe or…

May 13, 2024
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Open Mike

In this episode of Open Mike, Mike discusses the efficient market hypothesis and the wisdom of crowds. He then discusses individual companies and stocks, such as Costco (COST), Nvidia (VNDA),…

May 13, 2024
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Berkshire Hathaway: BRK/B

The last time we talked about Berkshire Hathaway (August 2023), it traded at $360 a share. We thought that was cheap, so we suggested options enthusiasts sell a put spread…

May 10, 2024
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Fifth-Third Bancorp: FITB

After witnessing Silicon Value Bank's carnage, we have been leery of dipping into the regional banks. Sometimes, we ask ourselves, "Is that fear overdone?" This article is for paid members…

May 8, 2024
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Open Mike

In this week’s episode of Open Mike, Mike discusses Vistra (VST), Starbucks (SBUX), Uber (UBER), the Energy Index (XLE), the S&P500 (SPY & SPX), and Robin Hood (HOOD).

May 8, 2024
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Synchrony Financial: SYF

If you look at the broad market averages, as we often do, stocks look very expensive. But we have to remember that we live under the Magnificent Seven regime. These…

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