Saturday, February 8, 2025
The global transition away from fossil fuels in favor of low carbon energy sources is accelerating. In 2022, a little more than $1 trillion was invested in new technologies such as renewable energy, energy storage, carbon capture and storage, electric vehicles, and more. Not only is this a new annual record amount, but—for the first […]
I put out calls to traders and managers I know on Wall Street to get their take on the recent economic data. This is data the Federal Reserve also uses to make decisions… And they told me some surprising things. One of them being that bond yields look as if they’re about to collapse. We […]
Natural gas prices have been in a significant down trend since the middle of last year. A popular method of trading natural gas, the United States Natural Gas Fund (UNG) has gone from a high of over $30 to 52-week lows of around $6.50. However, a large options spread could suggest gas prices are set […]
As the commercial real estate doom and gloom continue to circle around us, I had a chance to talk with Jay Hatfield of InfraCap Funds last week. Jay is one of the best preferred stock and income investing ETF managers, and he delivers solid returns for income investors in all the funds he manages. We […]
Major changes are underway at Alibaba (BABA), China’s best known e-commerce company, which was founded 24 years ago by Jack Ma. And this time, Ma is hoping for better results. The last time Alibaba made a big move to reorganize its business, the company set in motion a chain of events that led to a […]
Real Estate Investment Trusts (REITs) fully participated in the 2022 bear market. Unlike the tech sector’s apparent recovery during the first quarter of 2023, REIT share prices have not shown signs of life. Broadly speaking, REITs are down about 30% from the late 2021 highs. That means now is a good time to make some […]
In the classic movie Ghostbusters, Gozer the Destructor appears in the form of the StayPuft marshmallow man, and the end of humanity is narrowly avoided thanks to the high-risk maneuvers of the ghostbusting adventurers. In the stock market, the form of the Destructor changes with frightening regularity: For much of last year, it was inflation […]
An options block trade in General Motors (GM) could be a sign of stability in the stock over the next several months. A trader appears to have sold a put spread in GM options that expires in September. The spread was sold 10,000 times, with the position collecting $1.40 in premium per spread. The best […]
A typical trade-off for most high-yield investments is that they pay non-tax-qualified dividends, which would be taxed at your marginal income tax rate. Not a lot of investors know that there is a way (outside of qualified retirement accounts) to earn tax-advantaged, high-yield dividends. The benefits can be substantial. So let me show you how […]
It seems like everyone is rushing to cash in on the artificial intelligence (AI) craze unleashed by ChatGPT. This is especially true for companies in the technology industry. Companies from Microsoft to Google to China’s Baidu are all rushing to create the best chatbot. No one yet knows what company, if any, will come out […]
