The world has undergone a massive disruption over the last two years. Such events almost always create opportunity. The global pandemic hit the world like a meteor. The ensuing lockdowns crashed the economy overnight. And the end of those lockdowns revived the economy as...
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It’s a new year, and a new attitude. Investors tend to sober up after weeks of holiday slacking and refocus on the market. What are they saying?
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Another year has come and gone. I can’t believe it. They never used to go by this fast. Anyway, it was a terrific year for stocks. The market is up 28% for the year.
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Bring it on. Persistent high inflation, a rapid Fed tightening cycle, and the explosion of Omicron have barely mussed the bull’s hair.
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It has been an amazing year in the market. The vaccines enabled the end of most lockdowns and restrictions and unleashed a booming economy. GDP grew 6.4% in the first quarter, 6.7% in the second and 2.1% in the third. The S&P 500 up...
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The Central Bank is coming out with its December announcement this afternoon. The market has been anxiously anticipating this meeting. And it’s a little nervous, as well it should be.
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Stocks with sky-high yields often have a short shelf life. But if you buy these two now, you could turn a very nice profit in a short time.
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We come to the end of another year again. But more importantly, it’s the beginning of a new year. This is the time of year when predictions are everywhere.
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The big news this week is the emergence of a new coronavirus strain in Africa. The news prompted a steep selloff last Friday and then again yesterday. This throws a wrench in the works.
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The market has leveled off over the last few weeks. But the indexes are still within bad breath distance of the highs. We should be in for more of the same in the months ahead as this high market is due to cool off.
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The economy is booming, and earnings are terrific because the slack from the pandemic is being picked up. Business is making up for lost time. But once that slack is gone, economic and earnings growth will return to normal, whatever that is these ...
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The bull market is back. But there seems to be a disconnect between recent stock performance and the headlines. What’s going on?
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A new and powerful issue has arisen in the wake of this pandemic recovery. It’s called inflation. It hasn’t been a real problem in ages. But it used to be a huge problem.
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September was lousy. October was glorious. What can we expect in November and beyond?
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New highs are good. Nine portfolio positions are at or near the 52-week high. Let’s be happy.
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It looked ugly for a while in September. But the market came right back and is at a new all-time high. Now, we’re back in cyclical heaven.
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Forget the virus. Forget about the Fed tightening. It’s all about earnings now.
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As financial markets have grown in sophistication, private equity investing is no longer the exclusive domain of the wealthy.
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So far, October has been volatile. There have been strong rallies that quickly become undone in the following days. The market is still even for the month, but it looks very unsteady.
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The market had its worse day since March yesterday. The worry de jour was the debt limit. I believe the issue will be resolved long before a default occurs one way or another.
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