Friday, August 14, 2026
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 […]
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 […]
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 […]
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 […]
When this article is published, SpaceX’s much-anticipated IPO (the stock symbol will be SPCX after launch) should be a couple of days away. As I wrote this about a week ahead of publishing, the IPO is expected on June 12, and the IPO share price will be set on June 11. I have been asked […]
I spend a great deal of time reading old market research and historical trading material. Markets change, technology changes, and entire industries evolve, but human behavior tends to repeat itself. That is one reason I enjoy studying traders from earlier generations. One figure that continues to surface in trading history is W.D. Gann. Gann was […]
In the Army, I learned there are three ways to do anything: the right way, the wrong way, and the Army way. We did things the Army way. The Army way is built around procedure. There are checklists, field manuals, and regulations that define exactly how a task should be handled. The purpose is consistency, […]
Michael Burry is back in the headlines. Any time he makes a move, the financial world reacts as if the universe just twitched. For those who don’t recognize the name, Burry is the hedge fund manager who rose to fame after being the first investor to accurately predict the 2008 subprime mortgage crisis. The story […]
I ran across an interesting article, and I think a lot of people will walk away from it with the wrong takeaway. The piece focuses on new AI tools being rolled out by Anthropic. These systems can draft pitch decks, review financial statements, and integrate directly with platforms like Excel and Outlook. They are being […]
Much of market theory assumes that price movement is difficult to predict because information is reflected in prices quickly. If that were fully accurate, persistent and measurable patterns would be less likely to endure. They do. Trends develop and can extend beyond what randomness alone would suggest. Leadership becomes concentrated and can remain in place […]
