I have been worried about stock market valuations for quite some time. So much so that I predicted my own layoff back in September of 2023 not because I am clairvoyant but because I’m old and have lived through enough recessions and stock market shocks that I ought to know better by now. I was…
Category: Investments
My First AI Driven Trades
As I’ve written about creating a new app to help me find net credit collars on equities, I finally decided to trust AI with a couple of trades. Unfortunately the market isn’t static so what you see on a report is likely to change quickly. I had expected to trade the items in highlight in…
New Financial App: Options Put Ratio Finder
I’m sitting on the recliner in my house watching Wisconsin playing Villanova and getting bored so I decided to check out some put spread options for fun and then it hit me! I can build a new app for a YouTube video I saw a while back from Options with Davis. If you want to…
Update On My First Financial Trading App
I am just amazed that I am now having Gemini write code for me and it’s actually doing what I want. I don’t have to pay any developer, I don’t have to have conference calls, I don’t need to setup infrastructure. I don’t need to wait, mistakes or errors get fixed almost instantly with chat…
Managing Margin Calls: The Grinch or Santa?
There are $7 trillion dollars in options expiring today. I sent the image below to my siblings about someone’s Christmas bonus going up in smoke as I exercised my put option and forced a margin call on someone out there in the world. They are going to have to cough up $6500 by Monday to…
Building Apps With Gemini Pro – My Third App Sneak Peak!
I’m so excited about my unfinished third app that I wanted to write a post about it! This is my first financial app that is centered around fixing a very annoying and time consuming problem I wrote about recently here. For some quick background, because the economy is spiraling downhill I’ve been trading net credit…
From AI Financial Advisor To Portfolio Action
This week I have started some year end tax planning and thanks to AI, I have also updated my investment portfolio based on some of their recommendations. Regular readers of this blog know that I believe in the three bucket portfolio: taxable, tax deferred and tax exempt. The link in the prior sentence has some…
AI: When To Use The Right Options Strategy
I have been writing about my options strategy for a while now the past couple of years. In 2023 and 2024, I wrote about Covered Calls and this year I have been more heavily focused on Net Credit Collar trading. Someone asked me how I determine which strategy to use in what environment and I…
Warning High Earners! New 2026 401k Rules
If you were a “high” earner in 2025 then you definitely need to read this post! As I recently wrote, I got my new 401k setup and had everything planned out but I came across an article that said there are new 401k rules for 2026 and it said some troubling things. I asked AI…
Year End Portfolio Review – Income Streams
As we approach the end of the year, I’ve been looking at my income streams and it’s hard to believe that at one point in my life I had $39 in my bank account and that’s all the money I had in the world. I remember having a credit card bill due with a minimum…