The Energy Selloff Makes No Sense

The Energy Selloff Makes No Sense

Energy stocks posted strong share price gains as crude oil soared after the closure of the Strait of Hormuz. From late February to early April, crude oil futures went from $65 per barrel to a peak of $115 per barrel. Since mid-May, oil has fallen from $108 to a current $73 per barrel. Energy stocks […]

SpaceX Investors Have a New Option

SpaceX Investors Have a New Option

On June 12, the Space Exploration Technologies Corp, a/k/a SpaceX (SPCX), launched the highest-market-value IPO in history, valuing the company at about $1.8 trillion. The current market value is $2.44 trillion. There is a great debate among investors over whether SPCX is overvalued ($155 per share as I write this), because it trades at many […]

The Truth About Becoming a Better Investor

The Truth About Becoming a Better Investor

I recently listened to a podcast featuring investment analyst Cecilia Bosman of Skerryvore Asset Management. The conversation focused on women in the investment industry and explored issues ranging from representation and confidence to the barriers that can make investing and finance feel inaccessible. This moment specifically stood out to me:      As for why there aren’t […]

Which Ultra-High-Yield ETF Delivered the Best Total Return?

Which Ultra-High-Yield ETF Delivered the Best Total Return?

When YieldMax launched the YieldMax Ultra Option Income Strategy ETF (ULTY) at the end of February 2024, investors got very excited about the 50%-plus (currently 60.16%) distribution yield. Over the last two years, realized total returns have disappointed. But now that there are a couple of newer competitors, let’s compare recent results. The investment thesis […]

WASHINGTON, DC – MAY 15, 2018: Treasury Building entrance, headquarters of United States Department of the Treasury

A Better ETF for Your Cash

I regularly get asked by subscribers about investment ideas for cash reserves. The idea is to have a place to park cash, maintain close-to-absolute stability of principal, and earn some interest on the cash. A new ETF may give investors a place to earn a bit more yield on their cash holdings. A money market […]

The Compounding Edge That Builds Wealth Over Time

The Compounding Edge That Builds Wealth Over Time

Summer break has a way of reminding you that plans are often just suggestions. This week, I had a simple plan: drop the kids off at baseball practice, enjoy a few quiet hours, and catch up on work. Instead, practice was canceled because of the weather, someone needed a ride across town, and the afternoon […]

SpaceX May Be the Biggest Opportunity Yet

SpaceX May Be the Biggest Opportunity Yet

I am writing this a few days before the IPO of Space Exploration Technologies Corp., better known as SpaceX (SPCX). It  will be published on the Investors Alley website a few days after the IPO. I’m interested to see how investors and markets respond to the IPO. I plan to buy some SPCX shares on […]

Which Semiconductor ETF Delivers Better Returns?

Which Semiconductor ETF Delivers Better Returns?

The world of high-yield option strategy ETFs offers a tremendous range of differentiated funds. One facet I like to compare is finding funds with the same or similar underlying assets, but wildly different distribution yields. YieldMax has several pairs of ETFs with the same portfolio holdings but different options strategies that focus more on distribution […]