Thursday, December 19, 2024
This is a polarizing topic for many… But, right now, Bitcoin is up 66% YTD and still going. Today, I’m going to look at the long-term Bitcoin chart and determine if this rally has legs or not. Whether you like cryptocurrencies or not, watching the price of Bitcoin can give you a good clue on […]
2022 was a terrible year for the media industry companies. This was because competition among streaming services has come to an all-time high and consumers are getting pickier about their number of subscriptions. On top of that, companies are contending with lower ad revenue and more cord cutting. When Netflix (NFLX) reported it lost subscribers […]
With the collapse of Silicon Valley Bank, the hit to financial sector stocks has been brutal. As a reference, the iShares U.S. Regional Banks ETF (IAT) dropped by more than 30% in a few days. During a follow-up webinar with my newsletter subscribers, I discussed how steep market corrections have been showing up more often… […]
The banking sector got hammered last week after SVB Financial (SIVB) had to sell some assets for a large loss to increase liquidity. The crash in SIVB shares sent the SPDR S&P Regional Banking ETF (KRE) down 8% in a day. Options trading in KRE was unsurprisingly brisk given the added volatility. However, a couple […]
Serge Berger here with a little bit of straight talk from me. I’ve been in the markets for a few decades now… yes, even through the 2008 crash (where I traded with a big bank). I’m talking with private clients and there’s still way too much complacency with equities. And I understand why. We’ve lived […]
I’m looking at a chart comparing bond yields correlated to the US economy. Right now, there are extreme readings in a pattern not ever seen. Usually, as the economy goes down, so do bond yields and vice versa. However — right now, economic data is worsening quickly but bond yields are rocketing higher. I have […]
Silvergate Capital (SI) is a crypto-friendly bank that is down over 60% in a week (at the time of this writing). The regional bank is getting hit hard after admitting the company has concerns about its operational viability after the collapse of the crypto market in recent months. Several short-term options block trades suggest that […]
It’s a bonanza for income investors out there. Each day, I am shocked that another dividend increase out of the business development company (BDC) sector hits my inbox. Today I want to provide a list of BDCs that have announced dividend increases and/or supplemental dividends – and which ones to look at for your portfolio… […]
The war in Ukraine certainly boosted energy stocks in 2022. But it also lit a fire underneath another sector: defense stocks. Shares in defense companies have surged in recent months, eclipsing the gains seen in the wider stock market averages. An MSCI global benchmark for the sector is up almost 30% in dollar terms since […]
There’s an interesting phenomenon that when bear markets rally, they only rally a certain %. It’s almost exactly that % number. Today, I want to share with you that % number, why it works out like that, and what you can expect for March in the stock market. My name is Serge Berger, I’ve traded […]
