Publications

WFC, TMUS: Well Funded, Well Connected

Markets head into next week with several key catalysts in play, led by a heavy stretch of earnings and a closely watched Federal Reserve policy meeting. Results and guidance from major technology leaders are expected to drive index-level moves, while investors look for confirmation that profit growth can hold up amid slowing inflation and tighter financial conditions. On the macro side, upcoming economic data on growth, manufacturing, and the labor market will help shape expectations for the path of interest rates. With earnings reactions, Fed commentary, and global headlines all in focus, volatility could remain elevated, making selectivity and risk management especially important as the market digests new information…. Read More

AVGO, DHR, KKR, MSFT, W: Stormy Weather

The Greenland crisis appears over and yet some stocks hurt by the crisis have not yet recovered, so five rolls are needed. One position is expiring today for a double-your-money profit: GOOGL (100.0%)…. Read More

AVGO: Cold Front Incoming, Circuits Still Hot

One roll this Friday afternoon on Broadcom (AVGO). We also have two trades expiring for a profit: Alphabet Class A (GOOGL) and BlackRock (BLK). Have a great weekend!… Read More

SAP: Software Sniffle

One roll and one expiring winner: CRDO (51.5%)… Read More

JPM, MSCI: Finance Frenzy

Financial stocks have underperformed recently because of potential credit card rate regulation and anticipation of no rate cut at the Federal Reserve meeting next Wednesday, but a likely “buy the news” reaction to the lack of a rate cut makes now a good time to enter bullish positions…. Read More

FTNT: An Early Roll

An early roll on Fortinet (FTNT). … Read More

KKR, SHOP: Greenland Bargains

Investor concerns about Greenland and the risk of a new tariff war has stock index futures down overnight, creating some attractive entry points for two seasonally-strong stocks…. Read More

NFLX, SEDG: Screens On, Powered Up

We’re heading into a new trading week where lighter volume early on can give way to sharper moves as more participants return and key catalysts come into focus. Traders are balancing incoming economic data, ongoing inflation and interest-rate expectations, and an earnings season that continues to influence sector leadership. High-profile companies remain on watchlists as options markets price in potential post-earnings movement, while reports across financials, industrials, and technology help shape broader market sentiment. Volatility remains an important factor in trade selection, particularly as markets react to shifting macro expectations and global headlines. In this environment, patience and structure matter — elevated uncertainty can create opportunity, but disciplined positioning and risk management are essential as conditions evolve…. Read More

TSEM, MDLZ: January Rolls Part 4 of 4

One final roll and one too close for comfort closeout on Mondelez International (MDLZ). We also have five trades closing for a profit along with one trade closing for a loss, which is Chegg (CHGG). Our profitable trades are: Capital One Financial (COF), Charles Schwab (SCHW), JPMorgan Chase (JPM), McKesson (MCK), Stryker (SYK)…. Read More

KRE, LVS, MRK, OMC: Final Four Rolls

Four rolls to end January (3rd week) options expiration…. Read More