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Hut 8 | HUT

Back in February of this year, we suggested selling a cash-covered put option on Hut 8. That trade worked well, and we think it is time to lather, rinse, and repeat. For those who do know the Company, Hut 8…
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APA Corp | APA

We believe the oil trade is a situation where we expect oil prices to be higher for longer. And by longer, we mean longer than the average investor suggests. This article is for paid members - please login or subscribe…
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Charles Schwab Corp | SCHW

We have not talked about the Charles Schwab Corporation in some time. Given its current technical setup, we think it makes sense to take a fresh look. This article is for paid members - please login or subscribe for access.
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DLocal | DLO

Today, we return to emerging markets and a payment company, DLocal. Although we discussed it previously, DLocal is a company that few of our readers know about. We like the stock as it fits two investment themes we have right…
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Qualcomm | QCOM

For those paying attention, the share prices of chip companies have rallied to heights few could have imagined just a few months ago. This situation begs the question: are there any opportunities left? This article is for paid members -…
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Berkshire Hathaway | BRK.B

Today, we revert to one of our favorite companies, Berkshire Hathaway. This conglomerate is a company that continues to perform on its financial metrics even while the stock wanders in the wilderness. This article is for paid members - please…
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March 24, 2026
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August 14, 2023
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The Week Ahead | 8/14/2023

Welcome back to The Week Ahead, if you’ve been following our recent discussions, you’ll know there’s a whirlwind of excitement brewing. Let’s touch on the S&P 500 for a moment.…

August 12, 2023
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Kellogg… What’s for Breakfast: K

Some people we talk to are looking for a slowdown in the economy's growth rate but not a recession. Some seek a corrective selloff of 8 to 10% share prices.…

August 10, 2023
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Carvana: CVNA

Carvana is one of those "meme" stocks we read about in the financial media. It was on death's door when someone suddenly decided to buy the stock, increasing the price.…

August 9, 2023
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What’s Next

The stock market had a scary fall in 2022 as interest rates rose in response to the inflation ignited by helicopter drops of money funded by the printing press. A…

August 8, 2023
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Expedia: EXPE

Expedia Group reported Q2 earnings last week, and the stock sold off on the news. This article is for paid members - please login or subscribe for access.

August 7, 2023
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The Week Ahead | 8/07/2023

Welcome back to “The Week Ahead,” your trusted source for insights into the ever-evolving economic landscape. As we navigate the intricate web of financial forecasts and data releases, it’s crucial…

August 4, 2023
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Mattel & Barbie Fever: MAT

The retro movie is having a great deal of success. This is a big deal for the entertainment industry as they have produced dud after dud. The endless failures are…

August 3, 2023
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BAIDU Update: BIDU

In October 2021, we were very bullish on Bidu. The company was growing revenue and profits rapidly, and the stock was down sharply from a peak of $360 to $169.…

August 2, 2023
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Close a few Trades

When we suggest trades, we have a defined time horizon. It coincides with the expiration dates of the options we use. However, sometimes the trades meet their objective and should…

August 1, 2023
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Correction on SPY Comments

On May 29, we commented that one-year options on SPY might be underpriced. This article is for registered members - please login or click here to subscribe or register for free.

July 31, 2023
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Moderna: MRNA

If there is any company that reaks of SARS-COVID-19, it is Moderna. This company claims that C-19 is preventable with its mRNA gene-altering technology. The other company to use this…

July 31, 2023
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The Week Ahead | 7/31/2023

There’s a saying among hikers, that “the mountains are calling, and I must go.” I took a little heed to that call, taking a respite from the hustle and bustle,…

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