Thursday, December 18, 2025
Silver, the precious metal, has gained over 100% this year, starting under $30 per ounce and now trading above $60. It took sustained effort for silver to finally crack the $60 level after breaking $50 in early October, climbing into the high $50s by late November, and repeatedly testing resistance. That ceiling gave way on […]
On December 8, Antero Resources (AR) and Antero Midstream (AM) announced a pair of transformational deals. The moves should be positive for both stocks. Antero Resources is a natural gas producer with operations primarily in the Marcellus shale. The company announced an agreement to acquire the upstream assets of HG Energy II, LLC, for $2.8 […]
Since around 2020, energy midstream companies have become more aggressive with stock buybacks. VettaFi ETF Trends reported a record level of buybacks by companies in the sector in the third quarter of this year. As a baseline, the Alerian Midstream Energy Index (AMNA) has 28 component companies, with a total market cap of $760 billion. […]
Out of the couple of hundred publicly traded high-yield, option-strategy exchange-traded funds (ETFs), the YieldMax Ultra Option Income Strategy ETF (ULTY) is the one about which I get the most questions. And ULTY is not a recommended ETF in any of my newsletter portfolios. ULTY aims to achieve a high distribution yield (currently 83.56%, as […]
As of November 21, the S&P 500 was down 5.8% from the record high set on October 29. The financial news media were full of opinions that the AI bubble had burst and that stocks were entering a new bear market. A 34% drop in Bitcoin helped fuel investor fears. How far stocks will end […]
Investors in some of the new breed of ultra-high-yield option strategy ETFs have seen significant share price erosion. I regularly get asked whether the share price can go to zero, and whether the investors in it will lose all their money. The good news is that the ETFs’ share prices won’t go to zero. The […]
Fears that a lot of bad debt is lurking in the private lending sector have investors worried about results for business development companies (BDCs). The VanEck BDC Income ETF (BIZD) has fallen 17.5% over the last four months. Even with a double-digit yield, that level of loss is hard to watch. The business of a […]
From Gemini, Google’s AI assistant: “Embrace the suck” is a military phrase meaning to accept and endure unpleasant or difficult situations rather than fight them, often to build resilience and achieve a goal. It involves acknowledging that hardship is inevitable, leaning into discomfort, and finding a sense of purpose or pride in getting through it. […]
The precious metal silver has been red hot, up 71% over the last year. The iShares Silver Trust (SLV) has gained 42% in the previous three months. A 10% drop in late October was short-lived. The downturn’s failure to be sustainable is a good indicator that silver will continue to march higher. My investment newsletters […]
Investors were getting excellent returns from SFL Corp (SFL) from the end of 2020 through May 2024. Starting at that time, the shipping stock share values tumbled, and SFL followed suit. Then a dividend cut caused further price erosion. Can this stock turn things around for 2026? Here is the five-year SFL stock price chart […]
