Monday, December 23, 2024
Every week, I check to see what corporate investors are doing with the shares of the companies they own. I do not get too excited over small-to-mid-size insider sales. Crowing over a single insider sale is something so-called analysts and experts do far too often. But there are hundreds of reasons a corporate officer or […]
Imagine it: it’s 1974. Inflation is running wild in the economy. Gerald Ford, one of the truly “good guy” politicians, is the lamest of lame duck Presidents. By year’s end, he will have been bested and replaced by the likable and sincere governor of Georgia, Jimmy Carter. The aftermaths of Watergate and Vietnam linger in […]
There has been one very apparent trend since late October 2022. Following more than a decade of outperformance, global stocks have been consistently outpacing U.S. stocks. There are several reasons for this. But one major factor is the shift away from growth stocks—an area where the U.S. dominates—to value stocks. It looks to me that […]
The iShares JP Morgan USD Emerging Market Bond ETF (EMB) is an asset allocation fund for those wanting exposure to emerging market government bonds. The ETF pays a reasonable dividend but it doesn’t generally move all that much. A well-capitalized trader is likely trying to boost returns on the low-volatility product by utilizing a covered […]
The iShares MSCI Emerging Markets ETF (EEM) is a very popular stock ETF which tracks companies in emerging market countries. The ETF is commonly used for asset allocation purposes in portfolios to gain exposure to the emerging markets asset class. Last week, a very large block trade occurred, which was likely a covered call trade. […]
There is no doubt now that Microsoft (MSFT) is a big believer that the future lies in the metaverse—and that the path to the metaverse runs through the video games industry. If Microsoft is correct, its proposed $75 billion cash acquisition of Activision Blizzard (ATVI) may turn out to be the defining deal for the […]
Cassava Sciences (SAVA) has been in the news throughout 2021 as the company continues its efforts in bringing its lead drug, Simufilam—an experimental Alzheimer’s treatment currently in Phase 3 trials—to market. Aside from Simufilam, the company’s product portfolio also includes an investigational blood-based diagnostic to detect and monitor the progression of Alzheimer’s disease, called SavaDx. […]
Sometimes, a useful method for finding good trades to make is looking at what other people are doing. For instance, we can easily search for large covered call trades in order to get trade ideas. One interesting covered call trade in iShares MSCI Emerging Markets ETF (EEM) will boost the return from holding the ETF […]
The world economy was basically on hold for more than a year due to the coronavirus pandemic (and now variants of the virus that causes COVID-19). Some countries, like the U.S., are mostly back to normal operations. Other countries are still dealing with lockdowns and widespread infections due to a lack of vaccinations. Overall, though, […]
