If you’re an investor over 50 years old, you have a bar of gold in your head.What I mean by that is—you’re aware of how gold is SUPPOSED to work in a diversified investment portfolio. It's an inflation hedge; it's an insurance policy...it's nebulous now, in this market, but...
The Trade
Buy MPLX units, sell May $40.00 calls against the long position
Extended Commentary
We are back to our bread-and-butter philosophy this month, writing/selling a call as opposed to last month's buying a call--on this same MPLX-NYSE stock.
(That trade has by far been our most lucrative to date--buying the Sept 24...
There’s so much fear out there in the Market now—but fear, like euphoria, only lasts for awhile. The Market gives and takes—it’s just hard to figure out how much time each swing will be. I’ve made a lot of money over the last 15 years following Nathan Weiss of Unit Economics, out...
I love cheap stocks. I love them even more if there is a good runway for growth.Nothing is more exciting than finding a high-growth gem with a single-digit multiple. But the truth is, those are rare. If you want to own growth, you are going to have to pay up.This...
Donald Trump wants to right-size trade with other countries. He is hell bent on removing the trade deficit.
To Trump, a trade deficit is a sign of economic weakness. Americans are “losing” to other countries.
The losses are two-fold. American workers are losing good-paying manufacturing jobs. And money outflows are draining the national wealth.
So far,...
Gold stocks look like they might be, just maybe, on the verge of a breakout. Maybe…
Can we believe it this time?
Any breakout in gold stocks needs to be taken with a healthy dose of skepticism. We have been through this before. It has been a decade of pain.
But… this time could be...