Tuesday, November 26, 2024
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 […]
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 […]
In today’s Hidden Profit Report, I want to revisit the concept of “Loving the Toxic.” The market is clearly overextended and overvalued right now. In fact, the reading on one of my favorite valuation measures, the Excess CAPE Yield, is now at levels seen in 1969 and 2000. Today’s economy and stock market have similarities […]
In our 48-Hour Income service last week, we sold a put on cybersecurity company, SentinelOne (S). 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. S was about to announce earnings later in the week, and its puts looked expensive. […]
The bulk of stock market gains since last October are due to large price increases from a handful of large-cap, tech-focused stocks. But growth stocks like that have had their time in the sun. Let’s look at why value stocks could outperform in the future… According to Investopedia, growth stocks are shares of companies that […]
History tells us that dividends are a key component of investors’ total returns. In fact, dividends have contributed nearly 30% to the 10.4% annual total returns of the S&P 500 over the long run. But as the Bob Dylan song goes, “The Times, They Are A-Changin’.” The research team from the exchange-traded fund company, Wisdomtree, […]
Today, we’re continuing to monitor the current situation in the energy sector. As we’ve been telegraphing to our clients, we believe there’s an increasingly better chance that we’ll see this energy sector outperforming for the remainder of 2023. Looking at the monthly chart of the Energy Select Sector SPDR ETF (XLE) you can see a […]
Today, I want to talk a little more about what does and does not work in trading and investing. The media and publishing industry are constantly screaming about new ideas and strategies that are going to make you rich in very short order. The best advice I ever got about markets and life was a […]
Over the past year, there has been a divergence in the energy market: spot uranium advanced 12% while oil, natural gas, and coal all fell anywhere from 30-70%. The reason? For the first time in history, uranium has slipped into a persistent and widening deficit. Some say uranium has reached a pivotal inflection point that […]
A recent article highlighted the differences between the different income-focused investment sectors. Investors often see energy midstream and utilities as similar infrastructure-type investments. Both pay high yields and tend to be pretty safe bets. But significant differences exist, so let’s see where best to put your money… Utility stocks, real estate investment trusts (REITs), and […]
