

Dollar Cost Averaging Into The Correction
Relentless Selling: The bears have been circling for months and have now mauled these markets into a correction. The linchpin was...


Post-Pandemic Gains Negated
Relentless Selling: For many individual stocks, the post-pandemic gains have not only been negated but share prices are now lower than...

Downside Protection: Risk-Defined Put Spreads vs Cash Covered Puts
Introduction: Options trading can provide a meaningful addition to one’s overall portfolio strategy when used in a disciplined manner....


Opportunities Abound – Building Out A Portfolio
Introduction: The economy is going through a pivotal moment as the Federal Reserve withdrawals stimulus as economic tailwinds may be in...


Apparently, Valuations Do Matter
As interest rates, fed taper, and the pandemic gripped the markets, a sea change occurred.


2022 Financials Outlook
2021 Tailwinds: The big banks have benefited from a confluence of a rising interest rate environment, post pandemic economic rebound,...


Moderating Valuations – Deploying Capital
Recent Turbulence: Inflation, interest rate hikes, employment, Federal Reserve taper, new onmicron pandemic backdrop, Washington...


Facebook’s Evolution – The Metaverse
Insert Meta: The legacy Facebook branding has been officially decommissioned as the company looks to the future with the metaverse in its...


Company Spin-Offs and Adjusted (ADJ) Options Explained
Introduction: Occasionally, businesses undergo corporate restructuring for various reasons. Often this involves spinning off a separate,...


Inflation Hits 30-Year High - “Transitory”?
Inflation Hits 30-Year High: The U.S. consumer price index (CPI) jumped 6.2% in October, leading to the biggest inflation surge in more...