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He helped developed this ETF 5 years ago. He uses it. It targets 50% position in a long in a covered call + 50% holds a T-bill and sells puts to generate income. This yields 6%, and has half the volatility of the US stock market. Is tax efficient, because the dividends off the options are treated as capital gains. 

He helped developed this ETF 5 years ago. He uses it. It targets 50% position in a long in a covered call + 50% holds a T-bill and sells puts to generate income. This yields 6%, and has half the volatility of the US stock market. Is tax efficient, because the dividends off the options are treated as capital gains. 

Megatech stocks report this week, and those names make up 26% of the Nasdaq 100 and 19.% of the S&P. The markets tell us we remain in a manic mood, but are back to April 2 level when Trump announced tariffs. Markets are saying, We had the bump and we've been through it and we're good to go here. Trump is walking back some of this tariffs. Now, markets are 1% from April 2. There's a lot of psychological resistance against current index levels. To go higher, we need to solve the trade war--nobody knows. We're in the early stage of a bear market unless the market rises to the 200-day moving average. The key is resolving trade issues, but he doesn't see that happening any time soon. We will see a memo of understanding from Korean and Japan, but we are not past volatility, not at al.. We will re-test recent lows in the coming quarters.

They reported a quarter that people didn't like, but shares still rose. This means that this company has limited tariff problems. This stock will never be cheap, but it's rarely been down this long.

Today they reported a mixed quarter: soft revenues, but an earnings beat. Domestic same-store sales were -0.5%, slightly worse than the expected -0.3%, but they reaffirmed their full-year forecast confidently. Shares edged up higher for the day.

This and AutoZone have emerged as a strong duopoly in car retail. Once the auto tariffs kick in, these stocks will thrive--new cars will become expensive, so people will need car parts to maintain their existing cars. The company has bought back a ton of shares, shrinking the share count by 65% since 2010.

Supplies parts to aerospace and all major airlines. He sees long runway for aerospace for many years.

This has survived countless fintech companies that can't beat FICO. They provide software to companies to manage credit risk. Is up 5,732% over 20 years.

Is up 6,492% over 20 years. Recently, they spun off the logistics and freight brokerage businesses. Is confident about the CEO, but not the trucking industry until we get past these tariffs.

Is up 6,737% over 20 years. Has always been on the leading edge of business tech, currently their Agentics platform that uses AI. Their Agentforce program is underestimated for the growth it will bring CRM.

Is up 7,196% over 20 years. They dominate public sector software, a durable business. They reported a beat and raise quarter last week, but because bookings were a little soft, shares pulled back. An opportunity now.

Is up 7,631% over 20 years. There's a lot of demand for MRI scans outside hospitals, less expensively. This pulled back 45% since last year's high and the stock remains expensive, but this will work if you are long term.

He doesn't like the PC business, and 3D printing won't move the needle for them.

Perhaps the best gold operator. They delivered an excellent quarter last week and operate at low costs. They definitely benefit from high gold prices.

At 17x PE, this is frantically trying to bottom. You can put a small position on this now.