People Love Pets, Lets Discuss | CHWY
Mike talks about Chewy, our pets, and more. This article is for registered members - please login or click here to subscribe or register for free.
Mosaic Co (Update) | MOS
On December 17, 2025, we suggested that traders and investors buy Mosaic stock. This article is for paid members - please login or subscribe for access.
How Robust Is the Iranian Regime, and How Might Russia and China Play Into This?
Iran's leadership system is more resilient to decapitation than many people assume, because power is intentionally distributed across the Supreme Leader's office, the IRGC, clerical institutions, the judiciary, the Guardian…
How Might the Conflict in the Middle East Play Out? And How Should One Position For It?
The conflict in the Middle East now appears to be a live regional war rather than a contained exchange between the United States, Israel, and Iran. Many news outlets, including…
Suncore Energy | SU
Last week, we discussed a dual-themed investment strategy. (1) We believe emerging markets, a market segment that underperformed for the past two decades, are likely to outperform the developed markets…
Target | TGT
We have been waiting for this moment for some time now. There was a time when Target was THE retailer. It products to middle America, but it had more cache…
Delta Airlines | DAL
Delta is not just a difference; it is an airline. For those who follow theOptionsEdge.com, they know we like the airline industry. We hold this view because the average investor…
Petróleo Brasileiro S.A. | PBR
Petrobras: We think this is a company that wacks two birds with one stone. This article is for paid members - please login or subscribe for access.
Block Inc. | XYZ
In the company's Q4 letter to shareholders, CEO Jack Dorsey stated, "Today, we shared a difficult decision with our team. We're reducing Block by nearly half, from over 10,000 people…
Whirlpool Corp | WHR
Whirlpool's management has been put on notice. Shape up or ship out! This article is for paid members - please login or subscribe for access.
Wayfair Inc. | W
It has been a while since we discussed Wayfair, the fledgling online furniture and household products company growing revenue and poised to become profitable. This article is for paid members…
Emerging Markets & MercadoLibre | MELI
We are becoming more enthusiastic about emerging markets every day. It looks like the 15-20-year bear market is over, and they are about to get a tailwind as emerging-market economies…