Latest Insights on MO

corporate america needs to go on a diet Corporate America Needs to Go on a Diet — Fast! All of a sudden, we’ve gone from a strong economy to a corporate America that is out of shape.
A Dance With Delta Last week we talked about using delta to decide which option to buy. This week, I want to continue the conversation — but this time, we’re talking about “delta per dollar.”
2 Inflation Losers, and 2 Big Winners 2 Inflation Losers, and 2 Big Winners High inflation is driving widespread changes in consumer behavior — and it's handing us plenty of trades...
lithim-stocks 3 Lithium Stocks for EV Battery Moonshot We’re witnessing the evolution of EV batteries in real time. And it’s opening a new world of investments ... including in lithium.
A Recession Is the Best-Case Scenario A Recession Is the Best-Case Scenario While economists squabble over the technical definition of a recession, Mike Carr sees something far worse looming on the horizon...

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