Sunday, November 24, 2024
Sometimes, the old saying goes, you gotta pull the bat back and swing for the fences. After all, “ya gotta take chances.” Babe Ruth not only hit the most home runs but also struck out more than most people who played the game. The inference is that you can risk it all on mammoth swings […]
Earnings season offers unique opportunities. This is a time when management teams host conference calls for Wall Street analysts. Listening to calls or reading the transcripts gives me insight into how well companies are managed. I believe that most analysts and investors do not pay enough attention to management teams and whether or not they […]
There has been an unexpected winner in the bond market in 2023: emerging market bonds. This is especially true for emerging market bonds priced in local currencies. Currently, the gap in government borrowing costs between emerging markets and U.S. Treasuries is at its best level since 2000. The reason is that investors are pricing in […]
Before we start off the month of August, I feel like it’s important to remind my listeners and readers of the extremely juicy yields that are currently available in the bond market. When looking at the chart for the 6-month U.S. government Treasury note yield, you can see it’s currently yielding at 5.4%. What does […]
Today, I have an idea that capitalizes on one of the most important trends in the world. While a lot of us love to hear politicians promise a bright green future with no oil and gas, the truth is that’s not happening any time soon. I touch on the reason it cannot happen and discuss […]
Japanese automakers, such as Honda Motor (HMC) and Toyota Motor Corporation (TM), have long been seen as laggards in move toward electric vehicles (EVs). But now, both companies are revving up for the EV race. In fact, Honda has emerged as a star performer in this year’s Japanese stock market rally, as investors cheer its […]
Over the last decade, the master limited partnership (MLP) sector has undergone a deep, multi-year downturn and then a massive recovery. After all that volatility, you might wonder if the sector’s high yields are worth it. Let me show you where I see MLPs going from here… The Downturn From mid-2014 until January 2016, crude […]
There are several methods that can be used for finding interesting options trades. Sometimes it’s illuminating to look at very large block trades or spreads. Other times, it may be digging into unusual options volume in stocks that normally don’t trade many options contracts. The latter is the case we’re looking at here, with SPDR […]
We are in an interesting phase of the stock market cycle. The monetary and valuation models flash yellow and red, while momentum and sentiment are bright green. And the Federal Reserve has raised rates at a faster pace than ever before, which is going to hurt stock prices eventually. Interest rates are a vital component […]
A year ago, Rithm Capital (RITM) changed its name to reflect a broader business scope. Formerly known as New Residential Investments, the company is expanding beyond mortgage-related services and investments. Last week, Rithm announced the acquisition of Sculptor Capital Management (SCU) for $639 million, or $11.15 per share. Let’s take a look at what Rithm […]
