Investing Strategies

Leverage: It’s Why Portfolios Blow Up

Leverage: It’s Why Portfolios Blow Up

Last week, the forced unwinding of the Archegos Capital Management hedge fund put fears of a market collapse into investors’ minds. While it appears to have been an isolated case, the fund’s collapse vividly points out the dangers of using leverage to boost investment returns. Let’s discuss how excess leverage can turn declines in security […]

When Did Covered Calls Become Underrated?

When Did Covered Calls Become Underrated?

Covered calls are one of the most popular investment strategies used by both retail and institutional traders. For retail traders, covered calls are easily accessible and don’t require a substantial amount of maintenance. For institutions, covered calls are beneficial both because they can scale into the billions of dollars and because they have long-term portfolio […]

When Do You Sell Your Dividend Stocks?

When Do You Sell Your Dividend Stocks?

When it comes to money, humans primarily react to the emotions of fear and greed. The effect of greed is to push investors to buy when prices are high, and fear triggers selling when investment prices are low. For most stock market investors, the goal is to buy low and sell high, yet the emotions […]

6 Questions To Ask During This Earnings Season

6 Questions To Ask During This Earnings Season

Every earnings season, I check the results from hundreds of publicly traded companies. In the past, for most companies, a quick scan of the earnings results would show whether or not a company remained on its expected trajectory. The 2020 fourth-quarter earnings results will be very different. They will tell the tale of a very […]

NEW YORK - SEPTEMBER 9: Nasdaq Marketsite in 4 Times Square on September 9, 2016 in New York. This is the marketing presence of the Nasdaq stock market.

Five Key Indicators for Landing Top Profits

I make stock and options recommendations based on what the charts—not the talking heads and suit-and-ties on financial TV networks—tell me. I spend many hours every week analyzing stock charts, support and resistance levels, moving averages, and numerous other technical indicators of the major indices and stocks to ensure that I’m bringing you recommendations that […]