I had hoped to retire by now but the current global situation has me continuing to work. There is no point in retiring if the world doesn’t have fuel to fly planes, trains or automobiles. I don’t want to retire and just sit at home. The whole point of retiring is to travel and explore…
Investing For Oil Chaos
The Iran conflict is now stretching onto day 76 and alarming news about various countries around the world running out of fuels, I decided to ask AI how to invest in oil chaos. AI: Oil Chaos Investing If you assume a prolonged Strait of Hormuz closure plus actual refinery feedstock depletion (“tank bottoms” getting drained),…
Transmeta to Cerebras and S&P Drawdowns
Do you know the name Transmeta? If you don’t, here’s a little blurb about it from Wikipedia: Transmeta: A semiconductor designer that attempted to challenge Intel, its IPO in November 2000 was the last successful technology IPO until the IPO of Google in 2004. The company shut down in 2009 after failing to execute. Do you know…
Is This Fair Or Cheating?
One of my pet peeves in life is people over charging for information. The trade-off is usually, you’ll get info for “free” but you have to watch advertisements or you won’t have to watch ads but you’ll have to pay for the information. These two models are what sustains most of the Internet and media…
April 2026 Inflation Report
Last week I wrote a post entitled, “Food Inflation Is Insane” and today the BLS released the April consumer price inflation report and it shows inflation is running close to 4 percent! CNBC has a great chart about where inflation hit hardest and food is definitely one of those items: The chart shows the pain…
New App: Options Flow Dashboards
Necessity is the mother of invention. My AI built apps are working great making me a ton of money but that doesn’t mean there isn’t room for improvement. A key issue I have right now with options is trade execution. Sometimes the issue is bid/ask mismatch but I think most of the time it is…
Everyone’s Talking About S&P500 “Enshitification”
Michael Green has a recent article entitled “There is no joy in Mudsville” which is a must read. I’ve seen numerous CNBC personalities, YouTubers and others talk about the recent decision to allow non-profitable companies into the S&P 500. There are other rule changes that add concern as well. Personally, I’ve been investing in RSP…
Happy Mother’s Day
To all the moms out there, Happy Mother’s Day
AI Ecosystem: Compute→RAM/Storage→Power?
The chip makers like NVDIA and TSM seem to be running out of steam. They are still growing but the rage is now all on RAM and Storage with companies like Micron growing 400% in months. This got me thinking about the whole AI ecosystem and what might come next. Rather than spend hours of…
EWZ & TLT For May
On the heels of a stellar return for April, I thought it might be a good idea to sneak peak what I’m investing in for May via covered calls and how I earn those monthly returns. TLT I continue to hold TLT and sell calls on my holdings. On my two primary accounts I have…