by Dave Scott | Investing 101, Investing Strategy, Options
A vertical bull spread is an income-generating options strategy suitable for when investors are bullish and expect underlying shares to rise substantially in the near term. A vertical bull spread typically involves a long-short paired trade, using either puts or...
by Dave Scott | Derivatives, Investing 101, Options
Everyone thinks financial derivatives are weapons of mass destruction… and to a large extent they are, especially if they fall into the wrong hands. But if used with caution, derivatives and options can be handy little tools for incremental wealth creation....
by Dave Scott | Investing 101, Portfolio Strategy
Well… the seesaw continues in the markets – with the Dow down 100 points one day, up 100 points the next… a fall, inevitably followed by an equal rise… and funnily, it’s often the same news that causes swings in both directions. For example, the European sovereign...
by Dave Scott | Investing 101, Stock Investing
Claude Rosenberg (1928 – 2008) is a name that few investors have likely ever heard. Rosenberg made his fortune as a money manager with $40 billion under management at its peak. He was pretty eccentric but delivered solid results by managing money the old fashioned...
by Dave Scott | Economics
It’s mid October and the Dow Jones Index is at about 13,300, down 5% over the past five years despite annualized gains of almost 25% over the last three years – another lost half-decade for investors. Although financial advisors will likely only focus on the...
by Dave Scott | Gold Investing, Investing Strategy, Real Estate
A lot of investment advisors are touting gold as a hedge against a weakening economy amid global uncertainty. On the flip side, ongoing weakness in the US economy has brought down real estate prices. So what’s a better investment now – gold or real estate? Gold...