All Work

Trey Thoelcke

Why Wall Street’s Breakup Fantasy Doesn’t Work for Netflix

Breaking up a $326 billion streaming giant sounds straightforward until you try to draw the lines. Netflix's financials reveal a business so deliberately tangled that carving out its studio, ads, live events, or games…

Trey Thoelcke · 2 weeks ago

These Gold Stocks Pay You While You Hedge

Bullion pays nothing, but the miners extracting it are funneling billions back to shareholders right now. Five precious-metals producers combine gold's defensive appeal with real dividends and buybacks built on free cash flow that…

Trey Thoelcke · 3 weeks ago

Airlines, Cruises, Casinos: Are Things Actually Looking Up?

Airlines, cruise lines, and casino stocks all navigated the same peak travel season and came out in completely different places. The reasons why reveal which trade actually has a durable tailwind and which is…

Trey Thoelcke · 3 weeks ago