Latest Insights on DM
Economic Advice From A Caterpillar, Meta Morphs, McDonald’s Golden Earnings October 27, 2022 Great Stuff CAT’s Outta The Bag Why must I chase the CAT? And how in the world does this cat always manage to land on its feet? Something to do with those nine lives, I’d imagine. Anyway… All the market’s atomic dogs chasing Big Tech stocks this week are probably wishing they’d stuck to chasing Caterpillar (NYSE: […]
Why I’m Watching the Dollar October 27, 2022 Investing, Trading Strategies, True Options Masters Today, I cover all the major signs that make it feel like the recession has begun... and the one anomaly in the economy that confirms we’re not there yet...
Google’s Ad Armageddon, Mobileye’s Eye-PO, Boeing Plays Defense October 26, 2022 Great Stuff Google Some Shelter Great Ones, a storm is threatening … Alphabet’s (Nasdaq: ) very life today. If they don’t get some shelter. Yeah, they’re gonna fade away. War, children? Are we really just a shot away? When it comes to the online ad business? Yeah, I think so. But don’t take my word for it. […]
It Looks Like 2008 All Over Again October 25, 2022 Investing, Trading Strategies, True Options Masters Top-talent CEOs drive some of the best-run companies in the world — Goldman Sachs, Amazon, Tesla, JPMorgan Chase, and Alphabet. Every one of these leaders is now warning of a recession. I don’t say this lightly. It’s time for us to heed their call…
From the Land of Lakes and Volcanoes October 24, 2022 Investing, King's Corner, Trading Strategies, Unusual Options Activity I’m in Nicaragua this week, looking out onto the Pacific lowlands to the west as I write this… Behind me looms the distant shadows of nearly 20 volcanoes that run along the west coast of this country. In their presence, I’m reminded of the infinite dance nature does, toeing the lines of beauty and destruction…





