Two Special Opportunities for This Rough Market

Two Special Opportunities for This Rough Market

It should come as no secret that I am not wildly bullish on the future of the stock market. Everything I see indicates that the long-term returns from stocks will be low to worse than that for several years, if not longer. If that is a surprise to you, I did a webinar on Monday […]

The Wall Street Journal Finally Gets a Clue

The Wall Street Journal Finally Gets a Clue

I was pleasantly surprised to read a recent Wall Street Journal article highlighting the investment benefits of Business Development Companies (BDCs). The article included a couple of BDCs that are on my Dividend Hunter recommended portfolio. Let’s dig in, and take a look at why these BDCs are such great income investments… The WSJ article […]

A Single Stock Powering Innovation

A Single Stock Powering Innovation

In the days before software, if engineers wanted to know if an idea worked, they would first have to build a three-dimensional physical model. But this method had one major flaws: not everything scales linearly. What worked fine on a smaller scale may turn into a disaster when made larger. Thankfully, today, we have simulation […]

Trade of the Week: PATH

Trade of the Week: PATH

Last week, in our 48-Hour Income service, we sold a cash-secured put on software automation company UiPath (PATH). 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. PATH was about to announce earnings that week, and its puts looked expensive. […]

New York, USA - Circa 2018: Unidentifiable woman in red shirt swipe credit card into Mobile gas station fuel pump to pay for gasoline to fill car tank

Here’s How to Profit Off the Gasoline Price Spike

Last week, I went to fuel up my pickup truck and was shocked to see that gas prices had jumped overnight by $0.40 per gallon. Ouch! I started digging into the cause, looking for an investment angle. What I found reinforced my belief in what I think is one of the best investment opportunities in […]

Now is the Time for Value and Dividend Investing

Now is the Time for Value and Dividend Investing

It’s common knowledge on Wall Street that September has historically been a challenging month for stocks. In the 95 Septembers since 1928, the S&P 500 has closed down 52, more than in any other month, according to Yardeni Research. If we narrow our focus to look at monthly returns over the past 30 years and […]

Is Risk Consolidating in the S&P 500?

Is Risk Consolidating in the S&P 500?

Today, I wanted to quickly show you a “Risk is Everywhere” chart. The chart has a lot to do with the lack of meaningful one-day volatility in the S&P 500 right now. Full disclosure, I found this piece of research on Twitter from Bespoke, but it is incredibly fascinating nonetheless. It talks about there being […]

Yin-Yang symbol of dry brown twigs and black coal framed by pebbles and green twigs

The Yin and Yang of Investing in Today’s Markets

It is a confusing time for investors. For the last two years, market experts, forecasters, and pundits have been consistently wrong about the economy and the direction of the markets. Despite these issues, I am encouraged by the many opportunities available for investors to earn solid returns. But before I jump into some investment ideas […]