Trade Alert – October 2, 2026

NKE – Like Steph Curry, Tiger Woods, and Kylian Mbappe, we are leaving Nike. Don’t get me wrong, I love the shoes. But this turnaround is taking way too long, and even though they announced higher than expected profits last night, I believe we are likely looking at two more years before they can eventually regain their footing. In the meantime, we will make lemonade out of this lemon, and use the tax loss as the year comes to a close in less than 90 days.
We will take the proceeds and buy some more EROC and JOBY.