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Liquidity Problems Are Closer Than You Think (3/7/24)
Earnings growth are a function of economic growth; the US Economiy is de-coupled from the rest of the world, which economy is poor. The danger of def…
2 years, 1 month ago
How Inflation Is Affecting The Economy (3/6/24)
Super Tuesday seems to have locked-up the next Presidential contest pairing; economic data is not so good, yet market exuberance continues. Fed speak…
2 years, 1 month ago
Valuation Metrics Suggest Investor Caution (3/5/24)
Economic Data releases and Fed speeches today will resonate with a rising commentary of no rate cut(s) this year, thanks to sticky inflation. Target'…
2 years, 1 month ago
Warren Buffett's Cash Dilemma
Markets are entering the three strgonest months of the year; what if interest arwets aren't cut? February was unusually strong for a "weak" month; wh…
2 years, 1 month ago
How To Plan For Social Security Viability (3/1/24)
We're living in the "sticky zone" of inflation; the next shoe to drop will be in Regional Banking; the "Made in USA" tax credit proposal: giving mone…
2 years, 1 month ago
Are Buybacks Worth Paying Up For (2/29/24)
Stock buyback activity is on pace to reach new, all-time highs (and it's only the end of February!) One reason for the gap between large-cap companie…
2 years, 1 month ago
11 Pearls Of Investing Wisdom From Warren Buffett (2/28/24)
Markets continue to trade sideways as the latest earnings season draws to a close. Stock buy-backs will continue for the next three weeks, and then h…
2 years, 1 month ago
This Is Nuts – An Entire Market Chasing One Stock
Preparing for this week's economic data releases; what the Fed looks at for Inflation; earnings season concludes with good beat-rate...on lowered exp…
2 years, 1 month ago
Small Cap Stocks May Be At Risk (2/26/24)
Stretching February to the absolute limit this week, as earnings season winds down. Next up: Economic activity metrics. Why are economists giving up …
2 years, 1 month ago
What To Do If You're Regretting Retirement (2/23/24)
Is Nvidia more than a market darling, and has it entered the "tulip stage?" (We don't know when the tulip will die.) How to invest with the maddening…
2 years, 1 month ago