Profiting From a Messy Energy Transition

Profiting From a Messy Energy Transition

Everyone pretty much agrees that we will—eventually, at least—transition from a fossil fuel-powered economy to one powered by less polluting energy sources. However, as this energy transition gains speed, the risk of chaos emanating from it is rising. Here’s why… Today, investment in new oil and gas supply is well below what it was a […]

Is Silvergate Going To Zero?

Is Silvergate Going To Zero?

Silvergate Capital (SI) is a crypto-friendly bank that is down over 60% in a week (at the time of this writing). The regional bank is getting hit hard after admitting the company has concerns about its operational viability after the collapse of the crypto market in recent months. Several short-term options block trades suggest that […]

These Stocks Are on A Dividend Increase Bonanza

These Stocks Are on A Dividend Increase Bonanza

It’s a bonanza for income investors out there. Each day, I am shocked that another dividend increase out of the business development company (BDC) sector hits my inbox. Today I want to provide a list of BDCs that have announced dividend increases and/or supplemental dividends – and which ones to look at for your portfolio… […]

Staying Bullish On Natural Gas

Staying Bullish On Natural Gas

The United States is expected to become the world’s largest exporter of liquified natural gas (LNG) in 2023. Last year was a record for long-term contracts signed by U.S. LNG exporters, with agreements for 65 million metric tons per year in exports—more than triple the 2021 amount! The U.S. has the capacity to export about […]

Trade of the Week: Energy

Trade of the Week: Energy

A popular method of trading the energy sector is by using the Energy Select Sector SPDR ETF (XLE), which tracks the energy stocks of the S&P 500. A strategist placed a call ratio spread last week that likely signals bullish expectations in energy stocks through April. A ratio spread is a way to reduce the […]

The Only Way to Make Money Investing in Tech

The Only Way to Make Money Investing in Tech

Everybody loves tech stocks. After all, technology has changed the world and will continue to do so. The hard part is picking those tech stocks that will be the winners over time, and deliver potentially life-changing returns to shareholders. In tech stock investing, getting caught up in a story is even easier than usual. Consider […]

Do This to Protect Yourself From the 2023 Earnings Recession

Do This to Protect Yourself From the 2023 Earnings Recession

The U.S. economy will likely experience a recession this year. We may already be in one. I believe the 2023 slowdown will be significantly different compared to recent economic contractions. Memorable recessions are usually associated with a larger financial crisis, such as the bursting of the dotcom bubble or out-of-control subprime mortgage lending, such as […]

Ride This Rocket Maker to Profits

Ride This Rocket Maker to Profits

The war in Ukraine certainly boosted energy stocks in 2022. But it also lit a fire underneath another sector: defense stocks. Shares in defense companies have surged in recent months, eclipsing the gains seen in the wider stock market averages. An MSCI global benchmark for the sector is up almost 30% in dollar terms since […]