It’s hard to describe such a tumultuous year: an increasingly unresolved pandemic, growing unemployment, extreme market volatility (in both directions), with no end in sight. The stock market says clear-skies and no worries, with a climb-back of 45.5...

It’s hard to predict the future. Fortunately, it’s much easier to identify where the market herd is putting their money, and this action could evidently be a self-fulfilling prophecy for real, sustainable gains. Here are some key sectors which may he...

Market update

US stocks participated in a surprising quick recovery soon after what was thought to be the beginning of a major destabilization. Part in thanks to a massive infusion of Federal Reserve stimulus, the market has already priced in the reco...

There’s a bleak case to be made about investing in this pandemic: massive unemployment, destruction of global demand for goods and services for the foreseeable future, and a human toll of new infections in the 3rd world not even yet calculable. We’ve...

After a 20% decline from all-time highs in the S&P 500 within only a couple of weeks, it’s hard to imagine a return to normalcy. There definitely is a new normal forming, rife with volatility and a fast rush to safe assets in the face of bad news. So...

The SP500 returned 19% in 2017, -6% in 2018, and 29% in 2019. Technically, stocks are likely to continue to rise another 6% to 3,420, which is the symmetrical opposite to the Dec 2018 low. If this high is reached, the risk of a correction is stronges...

Should you put your money in stocks or real estate has been the question of generations but there should by now be enough evidence to point us toward an answer. Keep in mind that basic principals of keeping your investments diversified, understanding...

Not so exciting to day-traders is the rationale for why time invested surmounts all other trading strategies. Calendar year returns define the bonus size of portfolio managers and sends the wrong message to investors who have decade(s) of time on the...

Markets are unscathed by geopolitical volatility, more so than usual, as independence protests rock Hong Kong, Lebanon, Spain, and Britain. This illustrates the enormous discontinuity the market has against geopolitics and is a reminder that monetary...

Last weekend I attended the Technical Securities Analysts Association (TSAA) of San Francisco annual conference, hosted by talented money managers that I’ve followed and befriended for the last 10 years. The first presenter, Craig Johnson, Chief Mark...

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