Monday, November 25, 2024
Like millions of other investors, I anxiously awaited the 13F filing deadline on the 15th. I could not wait to dig into the databases and see what the best fund manager and investors were doing with their cash. OK, that’s not completely true. I did that because I do it every quarter – and have […]
Some stocks are good for investing and others are better for trading. Bitcoin has become a popular trading instrument and may end up being at least somewhat uncorrelated with other asset classes. Currently, ProShares Strategy Bitcoin ETF (BITO) is a popular way to trade bitcoin (that uses bitcoin futures). Coming in June, the 2x Bitcoin […]
Like millions of other investors, I anxiously awaited the 13F filing deadline on the 15th. I could not wait to dig into the databases and see what the best fund manager and investors were doing with their cash. OK, that’s not completely true. I did that because I do it every quarter – and have […]
Last week, when ONEOK Inc. (OKE) announced it would acquire Magellan Midstream Partners LP (MMP) in a $18.8 billion deal, the market disliked the news and the stock dropped by 10%. The market is wrong about this tie-up. I can prove it with one word… ONEOK is an energy infrastructure company focused on natural gas […]
There are four scenarios that (I believe) could play out in the market right now: Which one will happen? No one really knows…even Jerome Powell has no clue which scenario will play out. However, I created a cheat sheet to prepare your portfolio for every single one of these four scenarios. I put them all […]
When markets are disrupted, good companies get taken down along with the ones that are facing problems. The banking sector “crisis” pulled down the share prices of companies across the financial sector. Finance REITs were included, and this group faces continued challenges due to potential commercial mortgage challenges. Recently the CEO of a favorite finance […]
The stock market seems focused on only two types of stocks: technology companies involved with AI, and regional banks—which are going through a crisis. Investors are ignoring the rest of the stock market, which is just drifting. But that should not stop you from picking out a few investing gems from the large body of […]
While it’s interesting to see what options are trading in terms of absolute volume, it can also be useful to look at relative volume. For instance, Broadridge Financial (BR) traded over 125x its normal options volume one day last week. The banking software company typically only trades 40 contracts per today, so seeing a 2,000-lot […]
My talks with bankers and technology providers in Tampa last week emphasized how important deposits have become in the world of banking. Even the flashiest fintech companies were emphasizing how their products could help banks attract and retain deposits. There was a lot of talk about how the industry is changing. Banking is now a […]
Covered call ETFs offer the combination of investment exposure to a selected index, plus high-yield income from selling call options. I am considering a tactic for this type of fund that should help boost total returns. Last month, I made a presentation at the Las Vegas MoneyShow covering covered call ETFs. I discussed how they […]
