Publications

FICO, ORCL, PEP, SAP: Sappy Rolls With No Pep

Four rolls to end the fourth week of June and one expiring winner: DLR (35.1%)… Read More

JPM, MCO: Credit Where Credit is Due

With credit markets humming and interest rates stubbornly elevated, both the world’s premier credit intelligence firm and America’s largest bank are positioned to harvest outsized fees from every deal, rating, and loan that crosses their desks…. Read More

NVDA, KKR, SWK: Buy Stock, Sell Put Option, Buy Call

While each company has its own unique fundamental catalyst, all three share one important characteristic that caught our attention: exceptionally strong seasonal trends over the coming weeks. Historical data shows these stocks have consistently delivered above-average returns during this period of the calendar, making them attractive candidates as the market continues to reward leadership names and cyclical strength. Seasonality is never a guarantee, but when favorable historical patterns align with constructive technical setups and supportive market conditions, the odds can tilt meaningfully in our favor. That’s the backdrop behind today’s trio of bullish trades…. Read More

DIA, QQQ, RH: Two Up, One Down

Although stocks are selling off severely overnight, any price decline in the latter half of June should be short-lived and be followed by a strong rebound rally in the first week of July…. Read More

BX, MSCI: Kingmakers and Scorekeepers

Markets enter the week with inflation back in focus as investors await the Federal Reserve’s preferred inflation gauge, the Personal Consumption Expenditures (PCE) Index, along with updates on consumer spending, durable goods orders, and the final reading on first-quarter GDP. Meanwhile, earnings from companies such as Micron Technology, FedEx, Carnival Corporation & plc, and Darden Restaurants could provide fresh insight into AI demand, transportation trends, consumer spending, and business activity. Investors will also continue monitoring developments in the Middle East and their impact on energy prices after recent volatility tied to the Strait of Hormuz. With inflation data, economic growth updates, and several closely watched earnings reports arriving in the same week, markets are likely to remain sensitive to incoming information as investors assess the outlook for growth, inflation, and interest rates…. Read More

CRWD, HAL, MRK, NSC, TGT: Juneteenth Rolls

Five rolls and five expiring winners: AVGO (72.0%), AMBA (68.7%), QQQ (55.0%), SNPS (37.2%), and DXCM (35.1%)… Read More

NSC, RSG, ZS, FDX: June Rolls Part 4 of 4 and a Closeout

Rolls part 4 of 4. Plus the too close for comfort closeout on FedEx (FDX). I’m also letting two of our short calls on our Covered Calls expire worthless. I will consider reestablishing at a later date. Have a great long weekend!… Read More

KKR, KLAC, LULU, MU, MDLZ: June Rolls Part 3 of 4

June rolls part 3 of 4. Just a couple more to go! … Read More

GME, RSG, TEAM: Trashy Games

Three rolls to end June options expiration and eight expiring winners: LOAR (49.3%), PAYX (49.3%), CDNS (47.1%), MTN (42.9%), TTWO (42.9%), CTAS (38.9%), GILD (37.0%), and UCTT (12.9%) … Read More

COST, DECK, DXCM, FDX, HUBS: June Rolls Part 2 of 4

June rolls part 2 of 4. However, we will have to keep a close eye on a last minute roll for both DexCom (DXCM) and FedEx (FDX). … Read More