Toyota Motor Company | TM
Toyota Motor is probably our favorite auto manufacturer, as it makes more cars than any other in the world. The company made 9.6 million vehicles under the Toyota brand in 2025. Add in the Daihatsu and Hino brands, and total…

Oil Services | SLB
One of the situations that surprises most retail oil and gas investors is that exploration and production companies did not automatically increase drilling activity when oil prices began to rise after the onset of the war with Iran. This article…

People are nervous. Should you be? | SPY & QQQ Oil & Rates
The equity markets are at an interesting juncture. About 6 weeks ago, we were looking for a correction in the broad market averages as we interpreted investor behavior a bit frothy. But an interesting thing happened as the scenario played…

Netflix Update | NFLX
Netflix reported earings on October 20. We thought the performance was just fine. The street thought otherwise. This article is for paid members - please login or subscribe for access.

Super Micro Computer Inc | SMCI
Back on August 23, we suggested getting long Super Micro Computer Inc when the stock was trading at $37.24 a share. We suggested getting long by selling an October $35 strike put option for $3.09. This article is for paid…

Hess Midstream LP | HESM
With the leading tech names looking a little wobbly and the AI trade becoming painful, we think it makes sense to continue to look for developing ideas. We have found one that offers high yield. This article is for paid…
August 10, 2026

Gold Continues to Glitter

Gold jumped roughly 7% this week, logging its best weekly gain in eight months, driven by a weaker U.S. dollar, falling Treasury yields, and an unexpected contraction in employment data…

August 6, 2026

Microsoft | MSFT

Everyone is worried about the Mag 7, as many of these companies are hyperscalers making huge investments in AI compute. Investors are worried that these companies will build it, but…

August 4, 2026

Albertson’s | ACI

There is rarely a situation in which one can find an asymmetric payoff in an old-economy stock. We think we may have found one. This article is for paid members…

August 3, 2026

T. Rowe Price | TROW

Today, we thought we would return to one of our favorite buy-write names: T. Rowe Price, the asset management company. This article is for paid members - please login or…

August 1, 2026

GoDaddy | GDDY

GoDaddy is the company we all interact with, even though we do not directly use their products. GoDaddy is one of the companies that registers web addresses and provides infrastructure…

July 29, 2026

Rates & Predictions

The issue is bonds.... James Bonds This article is for registered members - please login or click here to subscribe or register for free.

July 28, 2026

Oracle Corp | ORCL

The most hated Mag 7 adjacent, Tech, Cloud, Enterprise Software, AI stock is Oracle Corp. This article is for paid members - please login or subscribe for access.

July 27, 2026

Apple Inc. Update | AAPL

Making bearish bets in this market is hazardous to one's financial health, even for stocks that appear expensive and overvalued. This article is for registered members - please login or…

July 25, 2026

Dominion Energy | D

The one bottleneck to AI that everyone seems to agree upon is energy. Data centers are energy hogs, and the US is undergoing a significant upgrade to its energy grid…

July 22, 2026

Domino’s Pizza | DPZ

Fast-casual restaurants have been in a bit of a funk over the past couple of years. Some say it is the Wegovy effect, where people on GLP-1s are eating out…

1 2 3 4 5 6 7 8 … 243