Publications

DGX, FIS, GILD: Drug, Fin and Lab Tech

DGX and FIS have strong free cash flow, improving profit margins, and attractive valuations, while GILD issued disappointing 2026 guidance.

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MCD, NEM: Golden Arches

Now is a strong time to buy fast food and gold production stocks because the S&P 500’s nearly 10% pullback amid geopolitical tensions and economic uncertainty has created attractive valuations in two classic defensive sectors…. Read More

MSCI, SPGI: Index Twins Gone Wild

Markets enter the new week with a strong focus on labor market data, consumer trends, and ongoing geopolitical developments, all of which are shaping volatility and sentiment. The key catalyst will be the March U.S. jobs report, released Friday (while markets are closed for Good Friday), which is expected to provide critical insight into employment trends and the broader economic outlook. Additional data — including consumer confidence, ISM manufacturing, retail sales, and weekly jobless claims — will help investors assess demand conditions and economic momentum. At the same time, elevated oil prices tied to Middle East tensions continue to raise inflation concerns and contribute to recent market pressure. While the earnings calendar is relatively light, select reports may still drive stock-specific moves. With macro data, energy markets, and geopolitical headlines converging, markets are likely to remain highly reactive to incoming information, reinforcing the need for disciplined positioning and risk management…. Read More

ACN, DG, DHR, NEE, QQQ: Foul Five

Five rolls and two expiring bearish winners: XBI (100.0%) and IBKR (34.4%)… Read More

AMZN, AON, PG, PGR: Miserable March Rolls

Middle East hostilities and skyrocketing energy prices continue to take their toll on our bullish positions, so four rolls are needed to later-dated expirations by which time things should have cooled down…. Read More

LUV, MCK: Ditch the Plane, Max the Meds

In these turbulent times of Middle East hostilities and energy price shocks, I favor low-beta and domestic-centered drug distributors and wish to avoid jet-fueled airlines…. Read More

MCK, FIS, HAS: Buy Stock, Sell Put Option, Buy Call

Today, we’re introducing three new trades on seasonally strong stocks. Each has delivered positive returns 100% of the time during this same window over the past decade…. Read More

ACN, DG, KO: Triple Double

With uncertainty over energy prices and the Iran war at extreme levels, I’m going with consumer defensive names in discount retail and beverages, along with a technology consulting firm that benefits from AI adoption…. Read More

MTN, IFF: Elevated Experience

Markets enter the week with a continued focus on geopolitical developments, energy prices, and key economic data, all of which are influencing volatility and sentiment. Escalating tensions in the Middle East have driven a sharp rise in oil prices, adding renewed inflation concerns and contributing to recent market weakness and global equity volatility. Against this backdrop, investors will be watching PMI data, weekly jobless claims, and consumer sentiment reports, along with ongoing commentary from Federal Reserve officials, for insight into economic resilience and the policy outlook. While the earnings calendar is lighter, select reports across consumer and industrial sectors may still drive stock-specific moves. With inflation pressures, geopolitical risk, and macro data all intersecting, markets are likely to remain sensitive to incoming information, reinforcing the need for disciplined positioning and risk management…. Read More

STZ, DECK: Too Close for Comfort

Last minute closeouts…. Read More