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Booking Holdings | BKNG

The summer travel season is upon us, and people are formulating and implementing plans for a little R&R. That said, investors are down in the dumps on travel & leisure stocks like Booking, as they believe rising oil prices will…
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Exxon Mobile | XOM

We have been talking about the Iran war for months, and we have said that whatever happens, it will not end quickly. This article is for paid members - please login or subscribe for access.
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Adobe Systems | ADBE

Fears about AI have hammered many software stocks. The enterprise software companies like PeopleSoft, ServiceNow, Salesforce, and Oracle have been particularly hard hit. This article is for paid members - please login or subscribe for access.
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Super Micro Computer Inc | SMCI

Has Super Micro Computer hugged the cactus long enough? This article is for paid members - please login or subscribe for access.
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The Hersey Corporation | HSY

On January 24, 2026, we suggested selling a put spread on The Hershey Company as we thought the stock was turning from bearish to bullish. Turns out that was a lucrative trading strategy. This article is for paid members -…
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Space Exploration Technologies Corp (SpaceX) & EchoStar | SPCX & SATS

With SpaceX getting closer to becoming a public company, we thought it made sense to talk about the issue, as it is likely to be the largest or second-largest IPO after Saudi Aramco. This article is for paid members -…
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March 24, 2026
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November 12, 2022
March 11, 2024
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Open Mike: CITI, CNC, TSLA, GOOGL & CRM

In Monday’s episode of Openmike, Mike discusses Citibank, Centene, Tesla Earings, the date of the announcement, GOOGL, and Salesforce.

March 9, 2024
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Gold and the Miners: GLD, GDX & GDXJ

In November of 2023, we suggested traders and investors take a long-term position in gold—the reason why was quite simple. The financial condition of the US government is in complete…

March 8, 2024
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Open Mike Replay

In this episode of Open Mike, Mike takes questions from those who had equations about the following stocks: Nike (NKE), Foot Locker (FL), Communications Services ETF (XLC), Tesla (TSLA), S&P…

March 6, 2024
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United Airlines: UAL

We find it interesting that many of the large airline stocks, like United, still suffer from C19 lockdown hangover. We do not know why, but maybe there is a lingering…

March 6, 2024
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Apple Inc.: AAPL

On January 10, 2024, we suggested a bearish stance on Apple stock. From a theoretical perspective, making bearish bets is challenging to do as the odds are against the trade.…

March 5, 2024
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Target: TGT

Target has been one of the best big box stores in the U.S. for years if not decades. It was a Wall Street darling until it was not. This article…

March 4, 2024
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Open Mike

Mike discusses Nike and Footlocker. In the final analysis, he likes shoe manufacturing over the shoe and athletic clothing retailer. In further discussion, he discussed how to think about the…

March 4, 2024
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The Week Ahead | 3/4/2024

The U.S. economy in 2024 is navigating a landscape marked by cautious optimism and significant adjustments. Following a year where the economy outperformed expectations with a 2.8% real GDP growth,…

March 2, 2024
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February in Review

Bullish investors had a good month in February 2024. The bears, not so much.

March 2, 2024
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PayPal:PYPL

There are a number of companies that online retailers can use to sell products online. One of the most popular is PayPal. This article is for paid members - please…

February 29, 2024
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Open Mike

Mike discusses consumer debt, inflation, consumer sentiment, home sales, and other macro issues in his latest video.

February 28, 2024
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Biotech ETF: XBI

We have been watching the Biotech sector underperform the stock market for years. It does not matter what index you use to define the stock market. It can be the…

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