Wednesday, December 18, 2024
Our colleague, Tim Plaehn, wrote an interesting article this week titled: “Here’s how to profit off the gasoline price spike.” In case you haven’t noticed, the price of gasoline at the pump has been going up lately. According to AAA, a gallon of gasoline is $3.88—its highest level since October 2022. One reason for the […]
In the days before software, if engineers wanted to know if an idea worked, they would first have to build a three-dimensional physical model. But this method had one major flaws: not everything scales linearly. What worked fine on a smaller scale may turn into a disaster when made larger. Thankfully, today, we have simulation […]
It’s common knowledge on Wall Street that September has historically been a challenging month for stocks. In the 95 Septembers since 1928, the S&P 500 has closed down 52, more than in any other month, according to Yardeni Research. If we narrow our focus to look at monthly returns over the past 30 years and […]
History tells us that dividends are a key component of investors’ total returns. In fact, dividends have contributed nearly 30% to the 10.4% annual total returns of the S&P 500 over the long run. But as the Bob Dylan song goes, “The Times, They Are A-Changin’.” The research team from the exchange-traded fund company, Wisdomtree, […]
Over the past year, there has been a divergence in the energy market: spot uranium advanced 12% while oil, natural gas, and coal all fell anywhere from 30-70%. The reason? For the first time in history, uranium has slipped into a persistent and widening deficit. Some say uranium has reached a pivotal inflection point that […]
Fixed income investors who listened to Wall Street earlier this year and bought bonds have been left holding the bag. Rates have yet to peak, and yields have continued to move higher, lowering the value of any bonds the investors already held. So, what should income investors do now? With so much uncertainty still surrounding […]
George Roper founded Roper Technologies (ROP) in 1890, primarily as a manufacturer of home appliances, pumps, and other industrial products. It was an old industrial conglomerate. But no longer…the company has sold off its industrial businesses and transformed itself into a software conglomerate. In June 2022, Roper sold a 51% stake in 16 legacy industrial […]
One of the favorite investments for income-seeking investors that our colleague Tim Plaehn recommends is business development companies, or BDCs. Business development companies provide equity and debt financing sources for small-to-medium-sized corporations. They act as commercial lenders to companies that cannot get financing through the banking system. Currently, BDCs hold a quarter of assets under […]
When a technology is billed as something that will transform the entire global economy, the primary impulse of investors is often fear—specifically, fear of missing out (FOMO). And that’s exactly what we’ve seen so far in 2023, with regard to artificial intelligence (AI). However, for investors, the most obvious play to profit from generative AI […]
Many of us have heard this old chestnut, usually attributed to Mark Twain: “Buy land, they’re not making it anymore.” A number of America’s richest people understand this, and are now among the country’s largest landholders. The list includes Jeff Bezos, the Ford family, Dr. Peter Buck (co-founder of Subway), Ted Turner, John Malone, and […]
