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For Part 1 on “Tariff Risk” read: Tariff Impact Not As Bearish As Predicted. In “Trumpflation” we discussed why the tariff risk was not inflation. To wit: “Today, globalization and technology give consumers vast choices in the products they buy. […]

Some will rightfully say we are a glutton for punishment. Our previous articles on Bitcoin and cryptocurrencies have been met with boos and hisses (to be kind) from laser-eyed crypto crusaders. Despite what many of our critics think, we are […]

Last week, we discussed the surge in retail exuberance in the market following the election of President Trump. “The market defies more negative news because retail investors continue to step in and “buy the dip.” In our recent Bull Bear […]

There are many media-driven narratives about the impact of tariffs on the economy and the markets. Most of them are incredibly bearish, predicting the absolute worst possible outcomes. For fun, I asked ChatGPT what the expected impact of Trump’s tariffs […]

Learn investment portfolio risk management strategies to protect wealth. Discover tips for reducing investment risks with diversification and risk tools.

Might Nvidia and Tesla, with price-to-earnings ratios (P/E) nearly double and quadruple that of the S&P 500, respectively, be value stocks? Conversely, is it possible that Ford is not a value stock despite a P/E of 10, a price-to-sales ratio […]

I could not produce our weekly Bull Bear Report this past weekend as I presented at Michael Campbell’s Moneytalks Conference in Vancouver. However, I wanted to use today’s technical update to review some of the statistical analysis we produce each […]

The Federal Reserve’s record of forecasting has frequently led it to respond too late to changes in economic and financial conditions. In the most recent FOMC meeting, the Federal Reserve changed its statement to support a pause in the current […]

All money is lent into existence. The Federal Reserve or the government does not print money. Those two facts are vital to understanding our lead question: where does money come from? Furthermore, knowing who does and doesn’t print money and […]

Over the weekend, President Trump announced tariffs of 25% on both Canada and Mexico, as well as a 10% tariff on China. Such was not unexpected, as contained in the Trump tariff Executive Order {SEE HERE}. Specifically, that order stated: […]

Bullish exuberance is returning to the markets and the economy in a big way following the Presidential election. Such is particularly the case with recent executive orders signed by Trump, which fulfill Trump’s promises to “Make America Great Again.” Given […]

The latest craze in cryptocurrency is the release of the $TRUMP and $MELANIA meme coins. Immediately upon issuance, the cryptocurrency coins surged in value, turning worthless 0s and 1s of computer code into tens of billions of dollars. Many in […]

On Monday, markets were rocked by news that a Chinese Artificial Intelligence model, DeepSeek, performed better than expected at a lower development cost. As we noted in our Daily Market Commentary yesterday: “The 3% panic sell-off on the Tech-heavy Nasdaq-100 […]

Learn tax-efficient financial planning strategies to optimize savings. Discover ways for reducing tax burdens through smart investments and long-term planning.

I recently debated with Michael Pento, who made an interesting statement that increases in the money supply, the deficit, and a return to quantitative easing (QE) will lead to 1970s-style inflation. The recent experience of inflation in 2021 and 2022 […]

Our recent article, Why Are Bond Yields Rising, explains that the recent 1% increase in yields, as shown below, is almost entirely due to negative sentiment. As we wrote, the bond market calls sentiment the term premium. Of the 1% […]

In a recent post, I discussed Wall Street’s return estimates for 2025 for the S&P 500 index. To wit: “We have some early indications of Wall Street targets for the S&P 500 index, and, as is always the case, they […]

As we head into 2025, investors are giddy over the market returns of the last two years. As shown, the annual returns, while elevated, have come with only average volatility along the way. However, while most analysts and investors expect […]

If you draw enough lines on a stock chart, one of them is bound to predict the future accurately! Given that technical analysis is perfect in hindsight and flawed in foresight, many investors mock it as arbitrary. Some, like Aaron […]

In last week’s discussion with Thoughtful Money, I noted that we are becoming more “tactically bearish” as we progress into 2025. While we have remained primarily bullish in equity positioning over the last two years, several risks are now worth […]

I publish an updated version of my New Year “investor” resolutions yearly. The purpose of the process is to take an annual inventory of what I did and did not do over the last year to improve my portfolio management practices. As […]

The question asked of us most often recently: “Why are bond yields rising?” After verbally answering it plenty of times, it’s time to put our answer in writing for everyone to see. The answer will help you understand what is […]

“Curb Your Enthusiasm,” which ran its series finale last year, starred Larry David as an over-the-top version of himself in a comedy series that showed how seemingly trivial details of day-to-day life can precipitate a catastrophic chain of events. The […]

Learn tips for managing market volatility and staying calm during market swings. Discover investment strategies for volatile markets to protect your portfolio.

In a recent discussion on TheRealInvestmentShow, Bob Farrell and his 10 investment rules were discussed, which elicited several email questions asking, “Who is Bob Farrell, and where are these rules?”. I often forget how old I have become, and the investing legends […]

Learn the portfolio rebalancing importance for staying aligned with your goals. Discover how asset allocation maintenance secures long-term success.

Learn investment strategies for wealth to grow your assets effectively. Discover tips for building diversified portfolios for long-term success.

We want to take this opportunity to wish you, your family, and your loved ones a very merry and joyful Christmas. We also want to say “Thank You” for all of your support, loyal readership, and the friends we have made through sharing ideas […]

It’s that time of year when Wall Street polishes up its crystal balls and predicts next year’s market returns. Since Wall Street never predicts a down year, these forecasts are often wrong and sometimes very wrong. For example, on December […]

For $20,000, you can buy a global airline pass to see the world. Or, for the low price of free, you can take a quick trip with us worldwide. Unfortunately, our global trip is not as exciting as an around-the-world […]