Sunday, January 19, 2025
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 […]
Interest rates have been the focus on 2023 so far (to the surprise of no one). One way to trade interest rates is by using ProShares Ultrashort 20+ Year Treasury Bond ETF (TBT). TBT moves with the direction of rates (yields) and opposite the direction of bond prices. With rates the highest they’ve been in […]
Last week the U.S. stock market experienced its biggest one-day decline in several years. A rapid yield increase on the 10-year Treasury note triggered the stock market route. The market runup in January was due to investor expectations that the Federal Reserve would soon start to ease interest rates.February reversed that enthusiasm, and the stock […]
Last week, I showed you how I make one of the most difficult choices an income investor will ever face: when to sell a stock to lock in a profit. Today, I’ll cover the only decision that’s even harder. I’m of course talking about when to give up on a stock, let go, and sell […]
Electric vehicle companies have come back to earth over the last year or so, with several high fliers taking it on the chin. Lucid (LCID) is an electric car company that may have a bright future but has seen its stock dive in recent months. However, lately, options traders appear to be selling puts in […]
