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#FPW: Investment Lessons For The Next Cycle
I find stock market history fascinating. Financial professionals seek a Holy Grail by matching current market behavior perfectly to years past. It’s 1937. No, it’s 1987. Frankly, current markets are...
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3 Things: Retail Sales, Ignorance & Return Reality
Turning To Debt To Sustain Living Standard There was an awful lot of cheering about the recent retail sales report which showed an uptick of 0.8% which beat the analyst’s estimates of 0.6%. Despite...
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Weekend Reading: The Trump Effect
After more than a week following the election, the markets, and a large chunk of the nation, remain a mixed bagged of emotions ranging from exuberance and disbelief to anger and depression. While I...
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Don’t Be The Turkey 11-19-16
Get Daily Updates: Twitter, Facebook, Linked-In, Sound Cloud MISS THE LATEST WEBINAR? See All Our Previous Web/Seminars Here Notice Since I am going to be celebrating the Thanksgiving holiday with my...
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Revisiting Why Benchmarking Is A Bad Strategy
Over the weekend, I was doing some research and stumbled across an article my friend Cullen Roche wrote a couple of years ago entitled “Can we All Agree to Stop Comparing Everything to the S&P...
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Technically Speaking: Welcome To The “Melt Up”
“Technically Speaking” is a regular Tuesday commentary updating current market trends and highlighting shorter-term investment strategies, risks, and potential opportunities. Please send any comments...
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Another Payoff Pitch
In July of 2015 we penned an article entitled “Finding Value in the Ninth Inning of the Great Bond Rally”. At the time, bond yields surged higher in response to an all-too-familiar growth and...
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The Long-Term Investing Myth
During my morning routine of caffeine supported information injections, I ran across several articles that just contained generally bad investment advice and poorly formed analysis. Each argument was...
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Technically Speaking: Weak Links In The “Trump Rally”
“Technically Speaking” is a regular Tuesday commentary updating current market trends and highlighting shorter-term investment strategies, risks, and potential opportunities. Please send any comments...
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#FPW: Yea, It’s Sorta Like That
A friend, happy about the Trump victory and concomitant rally in stocks, asked me about my thoughts. After 18 months of trading within a range, narrowed down to a wedge of suspended animation which...
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A Narrative for Every Season
“All is for the best in the best of all possible worlds” – Voltaire (Candide/The Optimist) Consider the media headlines and stories published before and after the presidential election. Before the...
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3 Things: Exuberance, Small Caps, 6% Realities
Bull Market Exuberance As I addressed on Tuesday, the exuberance in the markets following the election, is getting just a bit overdone. To wit: “Such an outlook is certainly encouraging, but there is...
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Weekend Reading: Trumponomics
What a change a couple of weeks can make. As my colleague, Michael Lebowitz, wrote this past week: “Following Donald Trump’s surprise victory and the violent market reactions, many investors are left...
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3 Things: Distortions, Earnings Missed, You’re Crazy
Distortions Of Investing One of the most important readings I have done as of late was from Horizon Kinetics on investing and modeling. It’s a bit long, but worth a read particularly if you are of...
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The Inconvenient Truth Behind Donald Trump’s Victory
Following the BREXIT vote in late June and passionate support for the Bernie Sanders campaign, the Presidential election of Donald Trump provided yet another sign that the American people, as well as...
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Weekend Reading: Markets Experience A “Trexit”
There was little doubt going into the election who was going to win. Whether it was the mainstream media, the polls, or the political punditry; the answer was clear. “Hillary was going to be the 45th...
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“Trexit” Bounce – Opportunities & Warnings 11-11-16
Get Daily Updates: Twitter, Facebook, Linked-In, Sound Cloud MISS THE LATEST WEBINAR? See All Our Previous Web/Seminars Here In Respect & Remembrance Of Our Veterans In 1985, President Ronald...
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Correcting Some Misconceptions About A New Secular Bull Market
I recently penned a post discussing the idea of a “new secular bull market,” which, not surprisingly, garnered a good bit of push back from the “always bullish crowd.” However, while the thesis of a...
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Technically Speaking: The Great Divide
“Technically Speaking” is a regular Tuesday commentary updating current market trends and highlighting shorter-term investment strategies, risks, and potential opportunities. Please send any comments...
View ArticleClik here to view.
#FPW: Investment Lessons For The Next Cycle
I find stock market history fascinating. Financial professionals seek a Holy Grail by matching current market behavior perfectly to years past. It’s 1937. No, it’s 1987. Frankly, current markets are...
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