Thursday, September 11, 2025
When I learned about the business operations of refining companies a decade ago, I became a fan of the sector and the long-term profit rewards that investors can earn from it. The energy sector is divided into three subsectors. Upstream energy companies drill for oil and gas. These companies receive a lot of attention because […]
Rithm Capital (RITM), formerly New Residential Investments, has been in my Dividend Hunter portfolio since August 2014—eleven years now. A decade ago, the company was a straightforward finance real estate investment trust (REIT) with a unique portfolio of mortgage servicing rights (MSRs). Over the last six years, the company has evolved into a diversified alternative […]
High-yield, option strategy ETFs have become hugely popular. The number of new ETFs launched in recent years is staggering. I maintain a tracking system for this type of fund, and the number on my list has grown 300% to 120 since the start of 2024. Covered call ETFs are available with a wide range of […]
Gold has been a hot commodity, pun intended, with the SPDR Gold Shares ETF (GLD) up 42% over the last 12 months. While we hope the trend continues, gold can remain stagnant for an extended period, and income-producing gold-focused funds can be appealing. Covered call ETFs sell call options to generate income when the underlying […]
As I write this, I am in Las Vegas to participate in a MoneyShow investor conference. Two time zones west of home, I was up at 5:30 a.m., raring to go. As I was reviewing my emails, I came across an interesting fact about the weather that I believe applies to investing. I live in […]
My investment newsletters enroll hundreds of new subscribers every month. My tactics and strategies differ significantly from mainstream financial “advice,” allowing me to frequently discuss how my approach to building income and wealth is distinct and compelling. Each of my newsletters focuses on dividends and building an income stream. Dividends are predictable—share prices, not so […]
Each week, the Charlie Bilello Week in Charts email includes a ton of interesting economic and financial information. Recently, a set of asset yields caught my attention. Here are the reported yields on the five major U.S. asset classes: The spread of less than one percent between yields across the classes is a record low. […]
There is a widespread belief that renewable energy sources are replacing traditional hydrocarbon energy sources. That is not the case. Here is the global crude oil demand for the last 20 years. Consumption has grown from 83.65 million barrels per day (mbpd) in 2005 to a forecast of 105.5 mbpd for 2025. The use of […]
The term “Magnificent Seven” was coined in 2023 by a Bank of America analyst to label the mega-cap tech stocks of Apple, Alphabet (Google), Amazon.com, Meta Platforms (formerly Facebook), Microsoft, NVIDIA Corp., and Tesla. These stocks account for up to 40% of the market capitalization of major indexes, and they largely drove the 2023-2025 bull […]
On March 7, 2024, Roundhill Investments launched the first 0DTE (zero days to expiration) covered call exchange-traded funds (ETFs). These funds introduce new strategies to the ETF space, enabling fund managers to respond to rapidly changing markets with greater speed and agility. Traditional covered call trading involves owning an underlying asset (such as individual stocks […]
