This has been a good year for businesses that handle natural gas and related hydrocarbons. Cash flows are growing. Dividend hikes are the norm. Leverage has been falling. But what midstream doesn’t have is an exciting AI story.
Shaquille O'Neal has demonstrated that his business acumen is as impressive as his basketball skills. O'Neal's decision to opt for a cost-effective security solution for his property has resulted in a lucrative investment.
Today, I have a little bit of a change. No rant about monetary policy, but a question about a pretty good company that has seen better days. So, first, I must poise the question: what is wrong with Harley-Davidson?
Chevron Corp could raise its dividend per share next month, as it has done for the past 38 years. That implies the value of Chevron stock may be 15% too cheap, based on its average yield. Shorting out-of-the-money puts could also work here.
The cryptocurrency market seems poised to end the year on a disappointing downtrend. Last week, most cryptocurrencies lost precious gains as investors closed their wallets and liquidity continued to drain from the market.
On Wednesday morning, CPI data dropped and the Nasdaq was seen sitting at a critical inflection point. Traders in my room wanted to know what to do. I walked them through my exact framework and what I think about these moments.
