BBAE’s Benzinga Nomination, $TLT Bond Opportunity, $SOC Investment Case, Trump’s Treasury Pick, and More
Welcome back to the BBAE Blog, your trusted source for the latest investment insights and analyses from the BBAE team. This week, we’re excited to share some highlights that will keep you informed and ahead of the market. Don’t forget, some of our most valuable insights are available exclusively in the BBAE Pro app—download it now to unlock full access!
- BBAE’s InsiderEdge Gets Benzinga Award Nomination
- Time to Buy US Treasury Bonds via TLT ETF | Charlie Morris
- Greenhaven Road’s Bet on Sable Offshore ($SOC)
- News Roundup: Trump Nominates Scott Bessent, Top 5 Stocks, Silly S&P Targets, Inflation, Active ETFs
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BBAE’s InsiderEdge Gets Benzinga Award Nomination
BBAE’s InsiderEdge tool earned a nomination for Best Investment Research Tech at the 2024 Benzinga Fintech Deal Day and Awards, hosted at Manhattan’s Brookfield Plaza. The event celebrated innovation in financial technology, featuring advancements in stock charting, trade clearing, ETFs, crypto, and more. InsiderEdge stood out for its unique ability to leverage corporate insider trading data, empowering investors with actionable insights and tools to evaluate insider activity and performance. Click here to learn more.
Time to Buy US Treasury Bonds via $TLT ETF | Charlie Morris
James Early, CIO at BBAE, sits down with Charlie Morris of ByteTree to discuss why he believes long-term US government bonds, particularly the iShares 20+ Year Treasury Bond ETF (Nasdaq: $TLT), are a smart buy right now. Charlie explains why the recent selloff in bonds, sparked by inflation fears tied to Donald Trump’s election, may be overstated. He also shares his perspectives on emerging markets as attractive opportunities, European stocks as undervalued assets, and the challenges UK investments face due to political and energy policies. With inflation stabilizing and deflationary pressures from China, he highlights bonds as a hedge against market volatility and advocates for broader investment diversification. Watch the full conversation here.
Greenhaven Road’s Bet on Sable Offshore ($SOC)
Greenhaven Road Capital has invested in Sable Offshore Corporation ($SOC), a unique oil and gas opportunity to restart the Santa Ynez oil field previously owned by Exxon Mobil. Led by CEO Jim Flores, who has invested $33M personally, SOC has navigated regulatory challenges to potentially restart oil production. With projections of 10 million barrels annually and cash flow potential between $374M to $634M, the investment offers a compelling opportunity for significant returns in the California oil market. Read the full article here.
News Roundup: Trump Nominates Scott Bessent, Top 5 Stocks, Silly S&P Targets, Inflation, Active ETFs
This week’s news roundup covers several key topics:
- Scott Bessent’s Treasury Nomination: Trump’s nominee for Treasury secretary, Scott Bessent, is surprisingly viewed as a moderate by bond markets. A billionaire hedge fund manager with bipartisan donor history, he’s expected to focus on tax cuts while expressing concerns about US debt and deficit.
- Top Stock Performers Revealed: The past five years saw remarkable stock performances, with Alpha Metallurgical Resources and Nvidia leading the pack. Notably, GameStop and Tesla also made the top performers list, highlighting the diverse and sometimes unexpected nature of market success.
- Inflation Trends and Service Sector Impact: Inflation seems to be plateauing around 3.3%, with service costs driving most of the increase. Economists are cautious about Trump’s potential economic policies potentially reigniting inflationary pressures.
- ETF Market Transformation: The financial landscape is experiencing an explosion of active ETFs, particularly after SEC rule changes in 2019. Approximately two-thirds of new ETFs are actively managed, signaling a significant shift in investment strategies and catering to a younger, more speculative investor base.
Read the full roundup post here.
Wishing you a great week ahead~
Barry Freeman
CEO @ BBAE
This article is for informational purposes only and is neither investment advice nor a solicitation to buy or sell securities. All investment involves inherent risks, including the total loss of principal, and past performance is not a guarantee of future results. Always conduct thorough research or consult with a financial expert before making any investment decisions. Neither the author nor BBAE has a position in any investment mentioned.
