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Bull Trap: The False Promise Of Tax Cuts
Last week, I did a fairly extensive analysis on the release of the 9-page “Trump Tax Cut” plan. The most important aspect of that discussion was the difference between 1982, the last time there was...
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This Time Isn’t Different & The Lack Of Value
We are having a hard time finding high-quality companies at attractive valuations. For us, this is not an academic frustration. We are constantly looking for new stocks by running stock screens,...
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The Active Vs. Passive Conflict: Why All Dips Are Bought
“At this time 85 years ago, Yale economist Irving Fisher was jubilant. ‘Stock prices have reached what looks like a permanently high plateau,’ he rejoiced in the pages of The New York Times. That dry...
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Weekend Reading: Bull Market In Complacency
With the market recently breaking above 2500, there seems to be nothing to dampen the bullish exuberance. The recent run, which has largely been focused on areas in the market with the most...
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Most Hated Bull Market Ever? 10-06-17
Melt-Up Gains Traction Most Hated Bull Market Ever This Won’t End Well Sector & Market Analysis 401k Plan Manager Follow Us On: Twitter, Facebook, Linked-In, Sound Cloud, Seeking Alpha Melt-Up...
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One Chart Shows Investors Are Dealt A Losing Hand
The rise in the market has seemed unstoppable. Despite the Federal Reserve continuing to hike interest rates and tightening monetary policy, geopolitical risks from North Korea to Iran, mass...
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Technically Speaking: Extremes Everywhere (COT Update)
This past weekend, I discussed what appears to be the markets ongoing melt-up toward its inevitable conclusion. Of course, that move is supported by the last of the “holdouts” that finally capitulate...
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6-Steps To Optimize Your Money & Life
“I think we’re doing the right things with money, but we feel sub-optimized.” Twenty-eight years guiding others through financial challenges, thousands of words, and oddly I experienced personal...
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Saying It Slowly Doesn’t Help
The most fundamental basis for economics is human decision-making. Satisfying needs and wants creates demand. Engaging in a vocation to provide a good or service of value to others generates supply....
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Bogle, Buffett, Shiller & Tobin – Valuations Are Expensive
During my morning reading, I ran across a couple of very interesting articles that tied a common theme relating to the current risks in the financial markets. Via Zerohedge: 88-year-old investing icon...
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Most Hated Bull Market Ever? 10-06-17
Melt-Up Gains Traction Most Hated Bull Market Ever This Won’t End Well Sector & Market Analysis 401k Plan Manager Follow Us On: Twitter, Facebook, Linked-In, Sound Cloud, Seeking Alpha Melt-Up...
View ArticleClik here to view.
One Chart Shows Investors Are Dealt A Losing Hand
The rise in the market has seemed unstoppable. Despite the Federal Reserve continuing to hike interest rates and tightening monetary policy, geopolitical risks from North Korea to Iran, mass...
View ArticleClik here to view.
Technically Speaking: Extremes Everywhere (COT Update)
This past weekend, I discussed what appears to be the markets ongoing melt-up toward its inevitable conclusion. Of course, that move is supported by the last of the “holdouts” that finally capitulate...
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The Dangers Of A “Get It While You Can” Mentality
There is a wide disconnect between the current market’s focus on short-term influences and the long-term and worrisome trends in pension obligations, spiraling debt, the wealth/income gap and the...
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What NOT To Buy In Today’s Stock Market
Dear reader, if you are overcome with fear of missing out on the next stock market move; if you feel like you have to own stocks no matter the cost; if you tell yourself, “Stocks are expensive, but I...
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Weekend Reading: $7 Trillion To Manipulate Prices
As the stock market continues to press new highs, the level of optimism climbs with it. I discussed yesterday Richard Thaler’s, a recent recipient of the Nobel Price in Economics, comments about not...
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Bull Run Continues On Tax Cut Hopes – 09-29-17
Tax Cut Hopes Spur Bull Run The Real Problem Of Buy And Hold Bull Market In Complacency Sector & Market Analysis 401k Plan Manager Follow Us On: Twitter, Facebook, Linked-In, Sound Cloud, Seeking...
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Fed Study: The Bottom 90% & The Failure Of Prosperity
As the stock market hits all-time highs in its 2nd longest bull market run in history, the lift of asset prices has surely lifted the economic prosperity of all. Right? Not really. New reports from...
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Technically Speaking: The 80/20 Rule Of Investing
Over the weekend, I discussed the market’s breakout to the upside and the increase in equity exposure in client’s portfolios. As I stated: “The short-term analysis of the market remains broadly...
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8-Steps For “Fiscal Fitness”
Autumn is the period of transition from summer to winter; a time of harvest. Use the season to breathe fresh perspective into your finances and prepare for a prosperous 2018. 8-Steps To Get “Fiscally...
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