What a difference just a couple of months can make. Since the financial crisis, there has been much commentary written about the low forward returns on stocks over the subsequent…
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I recently sat down with Peak Prosperity’s Chris Martenson to discuss an article I wrote last year on why another 50% correction is possible. I have attached a link to…
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One of the most fundamental arguments for investing in stocks is to benefit from growth. Whether it arises generally from growth in the broader economy or more specifically from opportunities…
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J. Brett Freeze, CFA, founder of Global Technical Analysis. Each month Brett will provide you their valuable S&P 500 Valuation Chart Book. This unique analysis provides an invaluable long term…
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“What scares me the most longer term is that we have limitations to monetary policy — which is our most valuable tool — at the same time we have greater…
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NOTE: This article was released yesterday to our RIA PRO subscribers. For timely, actionable information, you can get a FREE trial now by entering the CODE: PRO30. The statement and…
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Brett Freeze, one of my financial market mentors, has several rules that summarize his core trading beliefs. His first rule is “never, ever be short gamma.” More simply, the rule…
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As seen on Forbes by Real Investment Advice’s Jesse Colombo – “Computer Science Demand Is Soaring Due To Tech Bubble 2.0.” For the past several years, I’ve been warning that…
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There are countless ways to evaluate equities, and they all have glaring flaws. Equity valuation is not a science with predictive formulas. It is subjective, and the formulas themselves and…
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One indicator I like to check from time to time is a ratio of aggressive “bull market” indices to defensive “bear market” indices. It is based on the work of…
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One of Warren Buffett’s few unsuccessful investments was buying convertible preferred stock of USAir in the late 1980s. For decades after that episode, Buffett would characteristically make fun of himself,…
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As we discussed in this past weekend’s missive: “A WSJ article suggesting that the Fed would not only stop hiking interest rates but also cease the balance sheet reduction which has been…
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It Now Appears the Trump Tax Cut Is Having Little Impact on Business Fixed Investment and on Domestic GDP The Tax Cut Has Had A Negative Impact on the U.S….
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Martin Tarlie of GMO just recently wrote a great piece on the issue of the current U.S. Stock Market Bubble asking the question of whether or not it has finally…
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OilPrice.org published a piece this week called “Warning Signs Flash For U.S. Shale” – The shale tidal wave may finally be starting to ebb. The largest oilfield services company in…
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In a popular Netflix movie, Sandra Bullock and two children seek to escape an ominous force that motivates observers to commit suicide. Victims stare into nothing, hear voices of deceased…
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All Quiet on the Western Front is a 1929 novel which describes German soldiers’ extreme physical and mental stress during World War I, and subsequent detachment from civilian life felt…
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The problem when it comes to blindly investing in markets without a thorough understanding of underlying dynamics is much the same as playing “leapfrog with a unicorn,” eventually, there is a very negative outcome.
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“Civilization is hideously fragile . . . there’s not much between us and the horrors underneath, just about a coat of varnish.” – Charles Percy Snow, British Novelist and Chemist “All…
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Do current stock prices reflect a speculative frenzy? It’s a crucial question for anyone trying to preserve and grow their capital, but also a difficult one to answer. Martin Tarlie…
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