Friday, February 7, 2025
Business development companies (BDCs) are a high-yield investment sector benefiting from higher interest rates. One of the largest BDCs recently changed its name, giving me a good excuse to review this under-the-radar, high-yield stock – one of my favorites… On July 6, BDC Owl Rock Capital Corporation, stock symbol ORCC, changed its name to Blue […]
Regional banking stocks saw their prices take a major haircut earlier this year during the banking crisis (perpetuated by the failure of Silicon Valley Bank). SPDR S&P Regional Banking ETF (KRE) saw its stock price drop from about $60 per share to under $40. However, just last week, a large block trade in KRE options […]
A recent report highlights that many Gen Xers’ retirement savings are woefully short of what they will need to be income secure for their retirement years. Let’s look at the problem and some steps they can take to not reach their retirement years with worries about making ends meet. This month, the National Institute on […]
On July 13, Exxon Mobil (XOM) agreed to buy Denbury (DEN) for $4.9 billion. Denbury shareholders will receive 0.84 shares of Exxon for every share of Denbury stock they owned. This acquisition will accelerate Exxon’s energy transition business, thanks to Denbury’s established carbon dioxide (CO2) sequestration operation. And far from being too late, this marks […]
One of the most important charts I watch is the strength of the U.S. dollar. And right now, it’s showing the dollar at an inflection point… Which in the past has had a huge effect on the stock market. In today’s 2-minute video, I show you the chart and explain exactly what this means for […]
Markets are clearly overvalued at current levels. We are trading at multiples of earnings that have not been seen in over a decade. It did not end well on previous occasions, and it won’t end well this time. Corporate insiders are clearly not impressed by current market conditions either. We are seeing very little insider […]
The International Energy Agency (IEA) predicts crude oil production growth will slow to near-zero by 2028. OPEC, the cartel of mostly Middle Eastern oil-producing countries, disagrees. Some history lessons give us a clue as to which party is probably correct. The answer will have a huge impact on how to invest for income in the […]
Worldwide, there is gridlock on the grid—the network of power lines, cables, substations, and transformers that takes electricity around countries to power our homes, offices and factories. And there is just not enough of this power, which opens a vast multi-trillion dollar investment opportunity. Let me explain… Around the world, developers of renewable energy infrastructure […]
Last week, I told you I would soon have a couple of real estate-related bonds for you to consider. I realize that recommending real estate-related securities right now is considered the most horrific suggestion in the history of horrific investment suggestions—after all, everyone “knows” that commercial real estate will collapse soon. The very best people […]
After what has been a lackluster summer so far for gold, the precious metal could be due for a rebound in the coming year. A trader purchased a large block of calls in Barrick Gold (GOLD), one of the largest gold mining companies in the world. These calls don’t expire for another year and won’t […]
