The Options Oracle Speaks
Why the 1970s Stagflation Isn’t Coming Back: The Fed Has Learned Its Lesson
Stagflation Isn’t Coming Back The term “stagflation” has resurfaced in economic headlines, drawing comparisons to the 1970s—an era of surging prices, weak growth, and high unemployment. But while stagflation fears in 2025 are understandable amid rising tariffs and a...
Disney’s Decade of Drift May Finally Be Ending
Disney’s Next Act: Moving On From a Lost Decade A decade ago, Walt Disney Co. was rocked by the beginning of a massive media disruption. On August 4, 2015, the company slashed forecasts due to falling subscriber counts at ESPN—then its most lucrative asset. The stock...
Are We Nearing a Market Top?
Meme Stocks, One-Day Options, FOMO: Is a Market Top Near? By all outward appearances, the markets are thriving. The S&P 500, Nasdaq Composite, and Dow Jones are notching record highs. But under the surface, troubling signs are flashing—signs that veterans of...
Speculative Frenzy Returns as Stretched Valuations Raise Market Risks
Why Speculative Stock Rally Resembles the 2021 Meme Stock Boom The U.S. stock market is showing signs of a new speculative stock rally, with dramatic gains in risky assets and cryptocurrencies reminiscent of the 2021 meme-stock craze. While economic growth remains...