Can Growth Break Free From the Chop?
In our opinion, there are three main things about the market that make it difficult for most investors to succeed. The first is its contrary nature—oftentimes, many of the same qualities that help you succeed in the world...
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The stock market reached yet another record high on Monday, but it just doesn’t seem the same as earlier records. Investors (and everyone else) is starting to wonder if Covid is now endemic – an inherent component of everyday life. Will cases surge the...
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It’s been a remarkably strong market, not just since the bottom of the pandemic-driven sell-off a little more than a year ago, but over the past decade.
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The market is mixed so far today—as of 1145 am, the Dow is off 44 points and the Nasdaq is up 25 points, though many growth stocks are again acting well. In recent issues and updates we’ve written repeatedly about the market’s on-again, tricky...
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Last week, we wrote about how the damp Boston-area weather matched the soggy stock market. Pressing our literary luck today, the market is following another New England weather meme: “if you don’t like the weather, wait a few minutes.”
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Can’t Shake the Sellers
Because most of us are long-only players (focusing our time looking at what to buy, not short), we usually think of things from the perspective of buyers. There’s nothing wrong with that, per se—a lot of my commentary and analysis focused...
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In the Boston area, we’ve had nearly 8 inches of rain so far this month. This 0.7 inches-per-day average compares to the 0.6 inches-per-day average for a monsoon rainforest, the type found in the tropics along the equator. Sounds a lot like the mood...
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The major indexes got hit today, though damage among growth stocks wasn’t too bad. At day’s end, the Dow was off 260 points while the Nasdaq slid 105 points.
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The U.S. economy is recovering robustly with promises of ongoing strength as the jobs market recovery accelerates and as international economies more fully reopen.
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In our continuing series on deciding how many positions to hold in a stock portfolio, let’s borrow a page from Major League Baseball (MLB). The methods that these teams use managing their players can be applied to investment portfolios.
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At about the halfway point of 2021, the S&P 500 has returned 14.8% (a good annual return in most years), continuing its remarkable advance from the depths of the pandemic-led sell-off in March 2020.
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Last week, we started our multi-part discussion on position sizes, and looked at the benefits and weaknesses of an equal-weighted approach. Let’s look at perhaps the most common weighting used by fund managers: relative weighting.
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In most professional and personal endeavors, there are dozens if not hundreds of decisions to make. Manage a tech company? You need to decide who to hire/promote/fire, what responsibilities to give them, how much to pay them (base and bonus), resolve conflicting agendas, what...
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The market seems to have settled into complacency. We’re in a period after first-quarter earnings reports and government statistics indicate a surging economy, yet investors rightfully wonder if or when the Fed will raise interest rates and are starting to consider what happens the...
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Many of our recommended names are at or approaching our price targets. The decision to keep or sell isn’t easy in a strong market. Our patience is being tested (in a good way).
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We’ve written about inflation in the past two letters and promise that we’ll stop with this letter, unless some major news on this front emerges. Yet, what keeps us on the topic is commentary from brokerage firms and media outlets saying that the is...
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Good investment ideas can come from anywhere. One useful source is to borrow ideas from like-minded investors.
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Investors have started to see a cloud or two in an otherwise sunny stock market sky. We don’t focus much on short-term market moves, but we have noticed that the weather is shifting, at least slightly.
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We’ve seen signs of it everywhere. Retail prices for homes, apartments, food, gasoline, cars and everyday services are higher than they were a year or two ago and are going higher. Upstream from these consumer-facing prices, input prices for raw materials, semiconductors, crops, energy...
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May hasn’t started out exuberantly, with an early pull-back in the high-momentum tech stocks dragging down the broader indexes.
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