You’ll see them every year, right after all the market predictors are done with their end-of-year foolishness: countless articles that advise you to buy what the world’s best investors are buying. The problem is that most of those advising you to “buy what the world’s best investors are buying” have no idea who the best […]
Forget the Metaverse, Here’s What Big Tech is Really Betting On
Forget about the metaverse. The “next big thing” in the world of technology is Generative AI, a type of artificial intelligence that is capable of producing original content from scratch. Someday—hopefully not too soon—generative AI will be able to write articles like this, thus putting me out of a job. And one of the most […]
The Best Income ETF for Canadian Investors
I have a number of Canadian subscribers who often ask me for high-yield Canadian stock ideas—most recently, for an ETF that trades on the Toronto Stock Exchange. Now, for American income investors, and Canadians willing to deal with the hassle that comes from cross-border investing, I’ve covered several over the past few months. But for […]
Trade of the Week: Silver
A large options block trade in iShares Silver Trust (SLV) made last week could be what is known as a collar trade. SLV is the most popular ETF for trading silver and is generally very active when it comes to options. Two very large blocks of puts and calls traded tied to stock (expiring in […]
This One Metric is the Key to Long-Term Investing Success
As promised last week, I want to go back and explore the thesis advanced by KKR’s (KKR) macroeconomics team. Henry McVey and his team suggested that one of the best ways to earn high returns on your money over the next few years is going to be owning companies that are growing their free cash […]
Why MLPs Will Be a Top Income Category in 2023
In these early days of 2023, I often find myself thinking about how attractive Master Limited Partnership (MLP) investments look as we move into the year. After a great 2022, energy infrastructure companies are poised to perform well again this year. The big choice is whether to invest in midstream MLPs or shares of midstream […]
A Recession-Proof Stock With a 6% Yield
Utility stocks are historically seen as dull but dependable. After all, they have assured demand despite limits on profitability due to heavy regulation. Investors also see these stocks as regular dividend payers—bond proxies, in effect—with investors confident of solid income streams, leading to low but highly reliable total shareholder returns with relatively little capital risk. […]
Why this is the easiest time to invest in 5 years
For the last 5 years… with low interest rates… the only way to make money was investing in stocks. As you know, stocks have been volatile for the last few years. …big drop from Covid… …stocks rocket back… …equities peak end of 2021… …bear market in 2022 (and ongoing). But, right now, you can earn […]
Is Carvana The Next Big Meme Stock?
There wasn’t a lot of meme stock action in 2022, but 2023 has been a different story so far. Bed Bath & Beyond (BBBY) has seen plenty of meme options action, and so has Carvana (CVNA), which appears to be the latest choice for meme stock traders. On a huge up day for the stock […]
Where the World’s Smartest Investors are Investing Right Now
I make no secret of the fact that I pay very close attention to what the big private equity (PE) and alternative asset managers are doing with their cash. I am frankly shocked that more people are not paying attention to what the giants of alternative investing, like KKR & Co. Inc. (KKR), Blackstone Inc. […]