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10-Legendary Investment Wisdoms From Legendary Investors
Throughout history, investors have repeatedly made the same investment mistakes. Whether it was selling at the bottom of major market corrections, or buying near the peaks of the next cyclical bull...
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Technically Speaking: Oversold Bounce Or Return Of The Bull?
“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: Conquering Mount Everest – Year-One Of Retirement
“If you climb a mountain for the first time and die on the descent, is it really a complete first ascent of the mountain? I am rather inclined to think personally that maybe it is quite important, the...
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Passive Negligence II
Almost a year ago, we stumbled upon a topic that is currently generating much discussion in the financial media. In Mm Mm Good, published August 2016, we highlighted the Campbell Soup Company (CPB)...
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Why Bonds Aren’t Overvalued
Doug Kass wrote a very interesting piece this week on the bond market: “As overvalued as I believe the U.S. stock market may be, fixed-income instruments may be even more overvalued. Yesterday the...
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Weekend Reading: Trump Trade Runs Into Trouble
On Tuesday, I discussed the issuance of the “weekly sell” signal and the implications for the markets over the intermediate term. However, I also stated the markets could well have a reflexive,...
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Markets Rally As Expected…Now What? – 04-21-17
Get Daily Updates: Twitter, Facebook, Linked-In, Sound Cloud MISS THE LATEST WEBINAR? See All Our Previous Web/Seminars Here Market Rallies But Fails Second Warning Rising It’s Up To Congress The Last...
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The Passive Indexing Trap
I have been in the “money game” for a long time starting with a bank just prior to the crash of 1987. I make this point only to say that I have seen several full market cycles in my life, and my...
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RIA-2017 Economic & Investment Summit (Videos/Slide Decks)
Just recently, I hosted the 2017-Economic & Investment Summit in Houston to discuss the markets, economy, the Fed, and the outlook ahead. It was a great event and I very much appreciated my...
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Technically Speaking: Return Of The Bull…For Now
“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: Escaping Debt Darkness – Part 1
“Every man comes to a crossroad somewhere along the way. Johnny Cash came to his crossroad in a place called Nickajack Cave.” – Gary Allan August 1992 David Gant illegally entered Nickajack in search...
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Playing the Game to Win
What Rick Barry and the Atlanta Falcons can teach us about risk management “Something about the crowd transforms the way you think” – Malcolm Gladwell – Revisionist History With 4:45 remaining in...
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It’s Different This Time…
Just recently, Wealth Management had an interesting interview with Jeremy Grantham in which Jeremy suggests the “rules have changed” for value investors. To wit: “The market was extremely well-behaved...
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Weekend Reading: Trumponomics – End Of 100 Days
On election night, my friend Jessica and I were standing in the studios of Fox News in Houston as the ready to provide “color commentary” as the Presidential election proceeded. The newsroom was...
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Trumponomic Hopes Hit Hard Reality – 04-28-17
Get Daily Updates: Twitter, Facebook, Linked-In, Sound Cloud MISS THE LATEST WEBINAR? See All Our Previous Web/Seminars Here S&P 500 Review & Update Trumponomics Hit Hard Realities Market &...
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Tax Cuts – The Economic Growth “Cure All?”
Last week President Trump announced his “tax plan” which discussed lowering the corporate tax rate, closing tax loopholes, reducing individual income tax brackets and increasing standard deductions....
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Technically Speaking: Sell In May – Myth Or Reality?
“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: Escaping Debt Darkness – Part 2
“I was taken by darkness, but there was light all around, inside me. I never felt such utter peace, clarity and sobriety.” – Johnny Cash As explained it to his wife June Carter what it was like to be...
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Volatility: A Misleading Measure of Risk
“History has not dealt kindly with the aftermath of protracted periods of low risk premiums” – Alan Greenspan The ability to see beyond the observable and the probable is the most important and...
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3 Things: Peak Exuberance, Expectations & Gravity
“3 Things” is a weekly post of thoughts I am pondering, usually contrarian, with respect to the markets, economy or portfolio management. Comments and thoughts are always welcome via email, Twitter,...
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