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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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November 12, 2022
June 6, 2023
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Gen Digital Inc.: GEN

Today we are going to talk about Gen Digital Inc., a company most of us know but at the same time do not who they are. This article is for…

June 6, 2023
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Bank of America: BAC

The deposit outflows were devastating to the regional banks. They did not have lending opportunities that enabled them to make floating-rate loans that would capture higher yields when rates rose.…

June 5, 2023
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Is AI the new dot com?

Is AI the buzzword fueling another tech bubble? It certainly does have some parallels. I remember the dotcom (later dotbomb) era reasonably well and also remember how long and painful…

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The Week Ahead | 6/5/2023

Hello, friends! Let’s sit down, grab a cup of coffee, and chat about this whirlwind of a week in the world of finance. Trust me, it’s been quite the ride!…

June 3, 2023
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Tesla: TSLA

Tesla is a company that needs no introduction. It is the largest electric vehicle manufacturer in the world and is likely to remain in the pole positions for years to…

June 1, 2023
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Retail: XRT

Something unusual is happening in the retail space. Out of seemingly nowhere,  a few retailers have taken it on the chin. We, of course, are talking about FootLocker and Advanced…

May 31, 2023
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Intuit Inc.: INTU

Tax day came and went like it always does every year. Some people hire a professional to do the hard work, and some prepare their end-of-year tax documents themselves. For…

May 30, 2023
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The Week Ahead | 5/30/2023

In the ever-shifting landscape of economic forecasts and Federal Reserve policy maneuvers, understanding the fine print of recent developments and their potential impacts is crucial. With this in mind, we…

May 29, 2023
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Memorial Day

As today’s calendar page turns to Memorial Day, we pause to remember and honor the brave men and women who have dedicated their lives in service to our great nation.…

May 27, 2023
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It’s All About the Chip Shot: NVDA, SMH…

A week ago, we discussed NVIDIA as they were going to announce earnings. We were looking for their performance and what they might report regarding guidance on future performance. This…

May 25, 2023
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Missing the Target: TGT

We have discussed the challenges, if not carnage, in the retail pace for some time. For Target specifically, we discussed management’s missteps concerning inventory management and suggested option traders sell…

May 24, 2023
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Pioneer Natural Resources: PXD

The one commodity that has been smashed hard in the last year is natural gas. This article is for paid members - please login or subscribe for access.

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