• I Bonds an inflation protected safe investment

    I Bonds an inflation protected safe investment

    Would you consider I bonds? I never did until today. An article in the Wall Street Journal highlighted I bonds as a safe investment that is guaranteed to keep pace with inflation. Introduced in 1998, I bonds were conceived to provide primarily small savers with a positive long-term return after inflation. Their yield consists of…

  • Momentum investing means you’re usually behind the curve

    Momentum investing means you’re usually behind the curve

    In the short run people might make out. But you’ll never know if you’re getting in when the momentum is subsiding or when it’s just starting to take off. It only works in the long term if the businesses use this opportunity to turn themselves around. If they continue on the same path of being…

  • Would you invest in SPACs?

    Would you invest in SPACs?

    I know investors have made a ton of money doing this lately but it just seems a little scammy to me. It’s like a back door to an IPO without all the scrutiny and regulatory protections. I’m still studying this phenomenon. For private companies, SPACs offer a streamlined alternative to initial public offerings. A SPAC…

  • Eco-activist investors win at least 2 seats on Exxon board

    Eco-activist investors win at least 2 seats on Exxon board

    This will have to be watched closely. Hopefully this doesn’t impact the profitability and the dividend of the company. An activist investor won at least two seats on the board of Exxon Mobil Corp. XOM 1.17% , a historic defeat for the oil giant that will likely force it to alter its fossil-fuel focused strategy…

  • Exxon under attack from eco-activist investors

    Exxon under attack from eco-activist investors

    There is a group of shareholders that want Exxon to shift its focus away from oil and gas due to their concerns about climate change. I think there are enough oil companies already heading down that path and Exxon is correct in wanting to hold the course. They can dip their toes in the clean…

  • Investors jumping into risky bundled collateralized loans

    Investors jumping into risky bundled collateralized loans

    This smells of what happened just prior to the 2008 global economic recession. Issuance of new collateralized loan obligations, which buy up loans to companies with junk credit ratings and package them into securities, totaled over $59 billion as of May 20, according to data from S&P Global Market Intelligence’s’ LCD. That is the highest ever figure…