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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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November 12, 2022
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Hersey: HSY

The price of cocoa has been on a wild ride. Naturally, this has had a significant effect on the price of Hersey stock. This article is for paid members -…

May 29, 2024
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Open Mike

In Wednesday’s episode of Open Mike, Mike discusses Jabil (JBL), Carnival Cruyuase (CCL), Dell Technologies (DELL), Oracle (ORCL), Federal Express (FDX) and NVIDIA (VNDA).        

May 29, 2024
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American Airlines: AAL

We do not know what this is, but it seems that companies in the travel and leisure sectors are among the most undervalued sectors. Stocks are trading too cheaply one…

May 29, 2024
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Pfizer: PFE

Now that the C19 situation is over, most investors have given up on Pfizer, but there is more to the company than meets the eye. This article is for paid…

May 25, 2024
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American Electric Power: AEP

We have not talked about utilities much here at TOE, as they tend to see two counter-acting forces in play at the industry level. This article is for paid members…

May 22, 2024
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Open Mike

In Wednesday’s episode of Open Mike, Mike discusses NVIDIA (NVDA), Volatility on the S&P500 (VIX), Target (TGT), Pfizer (PFE), Western Digital (WDC), Viking Therapeutics (VKTX) and Baidu (BIDU).    …

May 22, 2024
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Expedia: EXPE

Summer is around the corner, and that means families will be going on vacations. One way people figure out what they want to do is to shop for vacation ideas…

May 21, 2024
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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…

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