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Crude Oil Update | USO, XOM, APA, SU

We are crude oil bulls from an investor perspective. But as oil users, we would like to see it come down. But what we like does not matter. It is our job to figure out what the market is going…
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Bookings Holdings Inc | BKNG

Sometimes you find a stock you are in sync with, and it trades well. Booking Holdings is one such stock for us. This article is for paid members - please login or subscribe for access.
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Alphabet | GOOGL

Alphabet, the company formerly known as Google, is an interesting company. It is rooted in "old tech" like Search, which drives current cash flow. But the company is making significant investments in "new tech" like quantum computing and AI. This…
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Micron Technology | MU

Almost all of the trade suggestions over the past year have been bullish. We have gone this route because 1) the economy is strong, 2) the AI infrastructure buildout is good for old economy stocks like utilities and construction, and…
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Chipotle Update | CMG

We have been with Chipotle Mexican Grill since June 2026. We were looking for a turnaround, and that process seems to be taking longer than we originally expected. This article is for registered members - please login or click here…
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Netflix | NFLX

Netflix has fallen off investors' radar. This is evidenced by the fact that the stock price has gone nowhere since 2018. This article is for paid members - please login or subscribe for access.
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March 24, 2026
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The Week Ahead | 06/26/2023

    As we continue to provide you with valuable insights and market updates, we’re also working to extend the reach of our “Week Ahead” blog post to help more…

June 24, 2023
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Hersey: HSY

Hershey is a company we watch with amazement all the time. The company grows revenue and earnings slower than the S&P500 but usually trades at a 25 to 50% premium…

June 20, 2023
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Microstrategy Update: MSTR

Microstrategy is an enterprise software company that focuses on business intelligence. The software helps companies understand customer behavior and business costs, like acquiring and servicing customers. This article is for…

June 20, 2023
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Cisco Systems: CSCO

Cisco Systems is one of the most important companies in the internet infrastructure space. The company was started by a couple of Stanford professors who invented the first commercially available…

June 19, 2023
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Intuit Inc. Update: INTU

On 31 May 2023, we discussed Intuit Inc. This company produces accounting and payroll software that is used by small businesses. They produce tax software used by small businesses and…

June 19, 2023
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The Week Ahead | 6/19/2023

Welcome to “The Week Ahead” blog post, where we bring you the key insights and forecasts to better navigate the markets. The past week saw the S&P 500 technically enter…

June 17, 2023
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Mid Month Update

The stock market has rebounded from the selloff of 2022. While rising interest rates were the reason behind the drop in prices, people no longer seem to care.

June 15, 2023
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US Bancorp: USB

It is no secret that the regional banks just went through a near-death experience. The fall of Signature Bank was a problem nobody cared about because they focused on servicing…

June 13, 2023
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Archer-Daniels-Midland Company: ADM

The cost of food is becoming a more significant issue for working-class Americans. Nothing seems to be going right. This article is for paid members - please login or subscribe…

June 13, 2023
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Options Expiration

The stock market is behaving a bit manic these days. The momentum, tech, growth, and AI-inspired stocks run to extreme valuation. Investors are giddy. We keep our heads and stick…

June 12, 2023
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The Week Ahead | 6/12/2023

The Hot Zones this Week Each week there are zones where trading can get wild.  I call these the hot zones. This week, two key economic announcements are anticipated to…

June 10, 2023
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Vacation Time!, U.S. Global Jets ETF: JETS

The Summer has arrived and for many, it's vacation time. This article is for paid members - please login or subscribe for access.

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