Friday, February 7, 2025
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 […]
Japan has been mired in an economic slump for decades. Despite keeping its benchmark interest rate below 1% since 1995—and at or below 0% or below for more than a decade—GDP growth rates have struggled to consistently stay in positive territory. That’s why investing in Japanese stocks has been mostly an exercise in futility for […]
There’s been a lot of talk recently about the yield curve “inverting,” meaning that shorter-term bonds yield more than longer-term ones. That means investors expect that the economy will grow faster now than in the future – that a recession is coming, in other words. But that doesn’t matter much for the stock market. Instead, […]
Wes Gray is one of the most innovative and interesting voices in all of finance. A Marine Captain who served in Iraq, he also studied under the legendary Eugen Fama at the University of Chicago, earning both an MBA and a Ph.D. After serving for a period of time as a Professor of Finance at […]
