Tuesday, December 24, 2024
Is climate change real? I do not know. I do not know, but not because I have ignored it or refused to examine the evidence. In fact, I have meticulously absorbed tons of evidence, engaged in conversations with actual scientists on both sides of the debate, endured demagoguery from advocates of both sides of the […]
In the immortal words of the great Nigel Tufnel, the noise is getting ready to go up to 11. The first of the presidential conventions is in less than two months—the Republican meeting in Milwaukee starts on July 15th. The Democratic convention will be in Chicago starting August 19th. The political noise surrounding markets and […]
For a long time, corporate bonds were only for the richest of the rich—the top 1%, to be exact. They were often referred to as business-risk investments. No one had quite figured out which bonds would pay as agreed and which ones had the higher risk of defaulting. That was all changed by W. Braddock […]
The 1970s playbook. We hear a lot of talk about that without much discussion about what it is and why we should use it. Today, I will show you the roadmap that worked in the 1970s as well as every other time period in markets volatility, political turmoil, higher interest rates, and falling stock prices […]
How about yesterday’s inflation numbers? One thing is for sure. The stock market hated the fact that inflation was running much hotter than the economists and experts expected. The stickiness of inflation is causing investors to rethink the risks and rewards of investing in stocks. So, what should you be doing now? There are three […]
It’s time. It’s time to start buying real estate. Commercial real estate. That’s right, the asset class everybody hates and thinks will collapse the banking system, the government, and everything except companies that make AI-related semiconductor chips. The media hates it. The clickbait hunters love the stuff because it is so easy to craft doom-and-gloom […]
Last week was Opening Day, so it is only natural that we talk a little inside baseball. There is a lot for investors to learn from baseball. The biggest lessons come from the greatest hitter of all time… As a Baltimore fan, I have a love-hate—as in I love to hate them—relationship with the Boston […]
The market rally has carried stocks to a high level and extreme valuations. However, insiders and activist investors have been very quiet in recent weeks, as both tend to be bargain hunters.There have been some exceptions, and they are worth further investigation as either long term additions to your portfolio or potential trading opportunities. Insiders […]
Can you really get rich in the stock market? We all see ads and pitches about secret systems that can make us rich in no time. According to some ads, these systems have produced hundreds of triple-digit short-term winners in a row. Using these magical systems, you can make the money you need to avoid […]
“What is the market going to do?” That’s the first question everyone asks when investing comes up. In the short run, the answer is momentum-driven. Right now, in spite of excessive valuations and economic uncertainty, the market is very strong. The uptrend that started in November is going smoothly as time passes, and there is […]
