What’s Next for Bitcoin; iBIT
Bitcoin is the asset of the decade. It has been loved by some and hated by many, but it has delivered a higher return on investment than any other asset…
USA Steel
US Steel has received a buyout offer from Nippon Steel. The Biden administration said it would not let the takeover go through for national security reasons. This article is for…
Japan, Land of the Rising…Yields?
Bond yields provide critical insights into economic expectations, inflation, and currency valuation. Higher bond yields, especially on government bonds, can signal expectations of stronger economic growth. Lower yields suggest economic…
Campbell Soup: CPB
Today, we return to one of our favorite value stocks, Campbell Soup. It is a consumer staple whose stock should be performing well. But that is not the case. The…
Missing Their Target
A risk premium is the additional return an investor expects to receive for taking on extra risk compared to a risk-free investment, such as a government bond. It represents the…
CF Industries: CF
Industrial farming, as it is, depends heavily on fertilizer. The primary pure-play competitors in the fertilizer space who reside in the US are CF Industries (CF), Mosaic (MOS), Intrepid Industries…
Chevron: CVX
Unlike the average investor, we like the oil & gas sector of the economy. As much as we would like to see a transition to more efficient energy sources, that…
What Ails UnitedHealth? (updated)
The Fortune 500 is an annual list compiled by Fortune magazine. It ranks the top 500 U.S. companies by total revenue and is typically released around this time each year.…
Selling Volatility: SVXY
Selling volatility is a yield strategy. Volatility traders buy vol when it is cheap and sell it when it is expensive. Options market makers buy and sell options against stock…
Panning for yield.
Most investors, particularly when they first start investing, are primarily concerned with capital appreciation. Parents saving for a child’s college education will only withdraw from those savings once their son…