Keeping your eye on the big picture and underlying trends.

Healthcare, commodities, and now Bitcoin?

Ford shares managed to hit a 20-year high on the day. 

Bitcoin miner Marathon Digital is up 89% since we wrote about it here in June, but it has pulled back 31% since earlier this month.

Shares of Avis Budget Group, Inc. jumped nearly 10% to a new high on Thursday in the wake of Bank of America's buy rating on the stock. BofA analyst John Murphy gave Avis a price target of $125 per share. 

As of Thursday's close, BOIL was up 53% since then. If you bought BOIL when we wrote about it in July, congratulations.

As Cathie Wood's Ark Innovation ETF rolls over, its 12-month performance is converging with that of the global timber & forestry ETF. We consider the prospects for both ETFs over the rest of the year.

Our presentation to the American Association of Individual Investors about protecting against stock-specific as well as systemic risk.

With Tesla topping $2,000 per share this week, it's time for longs to hedge again.