What To Do About Carvana

Carvana (CVNA), the online used-car retailer famous for its vending-machine-style delivery pods and seamless e-commerce platform, has engineered quite a run for the ages. They came back when everyone wrote them off. Don’t believe what people have to say about them! From trading below $4 a share in late 2022—amid whispers of bankruptcy—to a staggering […]

December 8, 2025

  (FED COMMENTARY COULD SHAPE THE MARKET IN DECEMBER)   December 8, 2025   Hello everyone   WEEK AHEAD CALENDAR Monday, Dec. 8 Earnings: Toll Brothers   Tuesday, Dec. 9 10:00 a.m. October Job Openings and Labour Turnover (JOLTs) Earnings: AutoZone, Campbell’s, AeroVironment, Cracker Barrel   Wednesday, Dec. 10 2:00 p.m. FOMC Meeting wraps up […]

Wednesday, December 10, 2025 Salt Lake City, Utah Strategy Luncheon

  Come join me for the Mad Hedge Fund Trader’s Global Strategy Luncheon, which I will be conducting high in the western desert in Salt Lake City, Utah, at the foot of the Wasatch Mountains. The event begins at 12:00 noon on Wednesday, December 10, 2025. A three-course meal will be provided and there will […]

A Note on Assigned Options, or Options Called Away Updated

Occasionally, I get a call from Concierge members asking what to do when their short options positions are assigned or called away. The answer was very simple: fall down on your knees and thank your lucky stars. You have just made the maximum possible profit for your position instantly. We have the good fortune to […]

READING BETWEEN THE TUMOR LINES

(NVDA), (MSFT), (AMZN), (TEM), (RXRX), (EXAI), (SDGR), (MRNA), (BNTX), (RHHBY), (AZN), (LLY), (GILD), (BMY), (GEHC), (SIEGY), (NNOX), (GOOGL), (WTAI), (THNQ), (LRNZ) The first time I realized AI had quietly taken over cancer diagnostics was when a veteran radiologist – 50,000 scans under his belt – leaned toward me and whispered, “John, the machine caught something […]