Trading Ideas

The countdown to the 2020 U.S. presidential election has begun.
And the political drama is about to go into overdrive.
With that in mind, today, I’m sharing two of my favorite trends to profit from during election years.
These two opportunities are on opposite ends of the investment spectrum.
On one side, there are billions of dollars up for grabs. And shares of companies poised to benefit are just starting to take off.
On the other side, we have a major catalyst that’s historically triggered a huge price change of hundreds or thousands of percent.
I believe investors should have exposure to both in the year …read more […]

You haven’t joined the ETF revolution yet? ETFs have more than $6.3 trillion in assets under management and countless options available, so don’t get left behind.
Today, Nicholas Vardy explains why ETFs are the building blocks of your ideal investment portfolio.

It’s now been two years since I joined The Oxford Club as its first ETF strategist.
Interest in exchange-traded funds (ETFs) has continued to explode since then.
At the start of 2018, ETFs across the globe managed about $4.75 trillion. ETFs were already bigger than the entire hedge fund industry.
Today, global ETF assets have ballooned to $6.3 trillion.
U.S.-based ETFs alone manage $4 trillion …read more […]

XPO Logistics CEO Bradley Jacobs is looking to take shareholder value creation to the next level. …read more […]

(Bloomberg) — Terms of Trade is a daily newsletter that untangles a world embroiled in trade wars. Sign up here. The biggest U.S. card companies just moved a step closer to gaining access to China’s $27 trillion payments market.China said it won’t take longer than 90 days to consider applications from providers of electronic-payments services such as Mastercard, Visa and American Express Co., according the text of a landmark trade agreement with the U.S. It should be an especially welcome reprieve for Mastercard and its partner NetsUnion Clearing Corp., which set up a venture in March that is still awaiting …read more […]

New Residential Investment Corp. (NYSE: NRZ) is one of the most requested stocks in the Safety Net column.
That’s not too surprising considering the stock pays a 12.1% dividend yield and has never cut the payout. In fact, it has raised the dividend five times since it began paying one in 2013.
The $0.50 per share quarterly dividend has remained the same since June 2017.
New Residential Investment is a mortgage REIT. It borrows money short term and lends it out long term at higher interest rates.
When I covered the company in this column in May, the dividend safety rating was lowered because …read more […]

ETF Trends CEO Tom Lydon joins The Final Round to talk Tesla, and why most people may not own the stock. …read more […]

ARK Invest CEO Cathie Wood is confident that shares of Tesla could reach $6,000 in the next five years. ARK Invest analyst Tasha Keeney joins The Final Round to discuss. …read more […]

The second-largest US bank turned lower interest rates into a source of profit Continue reading… …read more […]

(Bloomberg) — Tesla Inc. bears won’t let anyone steal the title for the most-shorted stock. Not even Apple Inc.A parabolic spike in shares of the electric carmaker hasn’t stopped short sellers from betting the stock will go down. They drove the total dollar amount of shares borrowed to sell the stock short to $14.5 billion on Wednesday, data by financial analytics firm S3 Partners showed. That’s above the $14.3 billion invested in a bet Apple will go down.The iPhone maker overtook Tesla as the most-shorted U.S. stock on Sept. 20 and had held that position until Wednesday. The dollar amount …read more […]

Americans won’t feel much of a financial reprieve from a trade truce with China. While further pain was avoided, U.S. consumers are still living with previous rounds of tariffs. …read more […]

President Trump slammed Apple after the tech company refused requests from U.S. Attorney General William Barr and the FBI to unlock the iPhones allegedly used by the shooter who killed 3 people at Pensacola, Florida. Yahoo Finance’s Dan Howley joins Seana Smith on The Ticker to discuss. …read more […]

Earlier this week, I asked this question in The War Room…
How long can this melt-up last?
The answer…
A lot longer than anyone expects.
This prompted me to introduce a new strategy – a strategy I’d like to share with you here, right now in today’s Trade of the Day.
It goes like this…
Let’s assume for a moment that we are indeed close to a “blow-off top” in the markets.
If that’s the case – then why don’t we really lean into it?
In other words, let’s play some stocks that can really amplify a final blow-off rally.
What could that group look like?
Well, look no …read more […]

Target is tumbling after a disappointing holiday season. The retailer’s same-store sales rising only 1.4% between November and December compared to a growth rate of 5.7% a year ago. Retail Expert Erin Sykes breaks down what this means for Target moving forward. Yahoo Finance’s Zack Guzman & Sibile Marcellus join in on the conversation. …read more […]

Bernstein lowered its rating of Beyond meat to market perform. Yahoo Finance’s Seana Smith and Heidi Chung discuss on The Ticker. …read more […]

Three summers ago, my brother took me to one of his favorite bars in New York. (He worked for a hedge fund at the time.) Later that evening, there would be live music and a large raucous crowd. Conversation would be impossible. But while it was relatively quiet, my brother discussed a recent investment proposal he turned down.
It was brought to him by a startup that’s now a household name. It wasn’t a well-known company back then. But everyone in the startup investing business knew about it. And everyone wanted a piece of this startup – except for my brother.
His …read more […]