Monday, November 25, 2024
In the days before software, if engineers wanted to know if an idea worked, they would first have to build a three-dimensional physical model. But this method had one major flaws: not everything scales linearly. What worked fine on a smaller scale may turn into a disaster when made larger. Thankfully, today, we have simulation […]
It’s coming. You cannot stop it. The media cannot stop it by declaring it will not happen. The economy is going to slow down. A recession is still more likely than not. Even if the Fed stops raising rates (which is almost entirely dependent on energy and rent prices at this point), they will not […]
It’s common knowledge on Wall Street that September has historically been a challenging month for stocks. In the 95 Septembers since 1928, the S&P 500 has closed down 52, more than in any other month, according to Yardeni Research. If we narrow our focus to look at monthly returns over the past 30 years and […]
Today I am excited to have fellow Investors Alley editor Jay Soloff on to talk about options and trading. Jay is an experienced options trader who has had success both on the floor of the Chicago Board Options Exchange and off the floor as what we call an “upstairs” trader. We spend some time talking […]
In today’s Hidden Profit Report, I want to revisit the concept of “Loving the Toxic.” The market is clearly overextended and overvalued right now. In fact, the reading on one of my favorite valuation measures, the Excess CAPE Yield, is now at levels seen in 1969 and 2000. Today’s economy and stock market have similarities […]
Today, I want to talk a little more about what does and does not work in trading and investing. The media and publishing industry are constantly screaming about new ideas and strategies that are going to make you rich in very short order. The best advice I ever got about markets and life was a […]
Today, I want to follow up on last week’s article on trading. I am fascinated by the fact that so many people fall for the same sales pitches about trading systems that promise to make you millions of dollars with minimal effort and hardly any risk at all. The statistics on retail trading are readily […]
Here we go again. An article in Fortune magazine recently talks about the older members of Generation Z, those 20-somethings who have come of age in the era of financial crisis and global pandemics—and how they are trading much more than their predecessors. The article attributes their investing behavior to good old-fashioned FOMO (fear of […]
George Roper founded Roper Technologies (ROP) in 1890, primarily as a manufacturer of home appliances, pumps, and other industrial products. It was an old industrial conglomerate. But no longer…the company has sold off its industrial businesses and transformed itself into a software conglomerate. In June 2022, Roper sold a 51% stake in 16 legacy industrial […]
Today, I am talking with Ryan Kreiger of Freedom Day, an investment management firm with a great name and an even better idea when it comes to investing. Freedom Day focuses on high-quality dividend growth as the chief metric for identifying companies that can consistently deliver. Ryan and I talked at length about his investment […]
