ETFs

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 […]