Publications

ORCL, V: Future Payments

Many stocks take a breather during the scary month of October, but these two stocks buck the trend and typically move higher…. Read More

BAC, TFC: Banks on Display

U.S. equities enter early October in a delicate balancing act: the market is braced for Friday’s September jobs report and watching closely for the likelihood of a government shutdown at month’s end, all amid inflation lingering around 2.7 % year over year. Having already taken the first rate cut of 2025, the Fed’s next move depends heavily on whether labor data weakens further—markets remain cautiously optimistic about further easing, though officials are more circumspect. Volatility warnings from Goldman Sachs carry weight given precedent for October turbulence, and global equity flows (especially into Europe and select EM) are aided by a softer dollar and relative yield spreads. High-multiple, AI-led megacaps remain the baton bearers, though rotation risk is rising. Given the mix of event risk and narrow valuation margins, my bias is modestly bullish over the medium term—but this week calls for surgical positioning and hedged exposure…. Read More

FDX, SNPS: Double Trouble Plus Jackpot Win

Two rolls and one massive triple-digit-percentage winner: HLT (160.0%)… Read More

HUM, JPM, SPX: Trio of Rolls

Three rolls this Friday along with Kimberly-Clark (KMB) expiring for a profit. … Read More

ADP, COST: November Bound

Two rolls and one expiring winner: DIS (35.1%)… Read More

EOG, SCHW, TFC: Finance and Oil

Bank and brokerage stocks benefit from rate cuts, and oil stocks are experiencing strong consumer demand…. Read More

QQQ: Technical Malfunction

A rate cut and tech stocks continuing to report good news makes it hard for bearish trades to work out, so a roll is needed…. Read More

STLD, AVGO, THC: Buy Stock, Sell Put Option, Buy Call Option + BONUS

This month’s trade lineup is firmly grounded in seasonal strength and weakness. We’re taking bullish positions in Steel Dynamics (STLD) and Broadcom (AVGO), both of which have a history of delivering strong performance during this stretch of the calendar year. On the flip side, Tenet Healthcare (THC) consistently shows seasonal weakness in this same period, making it a timely candidate for a bearish trade. … Read More

CZR, HAL, ILMN, STZ, UPS: Covered Call Rolls

Adding covered calls to generate additional income and reduce our cost basis in five long-term holdings…. Read More

DE, IWM: Small Farms

Last week’s Federal Reserve rate cut is bullish but seasonality is bearish, so we must play both sides of these conflicting forces…. Read More