Wednesday, November 6, 2024
We all know that technology stocks, over a long period of time of growth, tend to do quite well and generate a lot of alpha. So I wanted to give you some perspective of this as we slowly begin to round off the rest of 2023, and look forward to 2024. This is the perfect […]
Part of America’s new, muscular industrial policy—with about $2 trillion in federal spending over 10 years—is restoring our country’s infrastructure and reshoring its manufacturing. This endeavor requires a gargantuan number of rocks. Suppliers of cement (made from limestone), and granular aggregates (sand, gravel, and crushed stone) are set to be among the biggest beneficiaries of […]
Qurate Retail saw its business decimated by the pandemic-related supply chain issues. The company’s share price cratered. But the investing public has not yet noticed the company is on its way to a recovery. With a locked-in return, the preferred shares offer a compelling value to patient investors. Here’s how… Qurate Retail (QRTEA) operates the […]
In my 48-Hour Income service last week, we sold a cash-secured put on quantum computing company, IONQ (IONQ). In 48-Hour Income, the goal of the service is to generate 1% to 3% returns per week by selling 2-day puts in certain stocks. IONQ had earnings coming up the same day (after market close), and its […]
We are just two days away from Thanksgiving. The cooking has started around here. The turkey went into the brine last night, and the prep work for the stuffing is underway. There will only be one issue of Hidden Profits report this week, because I expect you will have better things to do than read […]
While rates have a direct impact on low income consumers first, as interest rates have remained high, relative to recent history, they have impacted high end consumers as well. But, with the rate and economic cycles on the mend, these consumers are historically the first to put discretionary funds back to work, and this could […]
Business development companies (BDCs) operate under special rules that limit the amount of debt they can use, and they must pay out 90% of net investment income as dividends to investors. That makes them excellent investments for those looking for income. And the best one in the business IPOd just four years ago, and has […]
Recession in 2024? Wall Street traders are saying “fuggedaboutit.” An economic downturn is the furthest thing from the minds of market participants, as they are bullish on risky “junk” debt—chosen as the top contrarian trade, according to a majority of participants in a recent Bloomberg Markets Live Pulse survey. Despite heavy outflows in 2023, and […]
This may seem like an overly simplistic point to make, but I believe it’s crucial when it comes to understanding asset allocation: the importance of volatility. Looking at a chart I created comparing the S&P 500 (stocks) and Bitcoin (although it doesn’t have to be Bitcoin in particular, just any volatile asset), I immediately notice […]
Longshots. Have you ever had one off big for you? Years ago, I had a friend who took some time off to travel around the country on his motorcycle. After a few months, he left Denver and was riding the backroads headed back East. He wanted to explore the West Coast, but he was low […]
