ETFs

Are Healthcare Stocks About to Jump Higher?

Are Healthcare Stocks About to Jump Higher?

With all the headlines about tariffs and interest rates these days, it makes sense to see a lot of trading activity going on in related sectors. That is, interest rates directly impact the financial sector; tariffs are a big deal for the basic materials and industrial sectors, etc. One sector we haven’t heard as much […]

Value Investing Returns to These High-Yield Stocks

Value Investing Returns to These High-Yield Stocks

The decade long stock market bull market has been led by growth stocks. A few weeks ago, I listened to a podcast on Bloomberg with Chris Meredith, Co-CIO of O’Shaughnessy Asset Management. He noted that using the separate Russell value and growth indexes, that value had underperformed growth by 136% over the last 12 years. […]

Unusual Bullish Activity On Saudi Arabia

Unusual Bullish Activity On Saudi Arabia

Unusual options activity can provide an inside view of what the smart money is doing. A recent string of large bullish trades suggests the iShares MSCI Saudi Arabia ETF (KSA) may be due for a rebound by the end of October. A large trader bought several blocks of October KSA calls, which make money if […]

Is This the Investment Opportunity of the Decade?

Is This the Investment Opportunity of the Decade?

Last Friday I spent the day at the San Francisco MoneyShow. I attend MoneyShows across the country as an invited speaker, giving presentations on income focused investing strategies. I also use these trips as an opportunity to talk one-on-one with some of the sharpest money managers and analysts in the investing world. A thought that […]