In such an environment it’s easy to assume the worst and miss the flipside of the equation – great companies trading at prices that just a month ago we would have considered incredible. Market volatility and uncertainty are creating great opportunities.
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The economy has fallen into a recession. The official economic statistics are not at our doorsteps yet – two quarters of falling GDP – but it’s fairly obvious that American business has gone into hibernation for at least a few months.
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Going Defensive
In light of today’s negative reaction to the Federal Reserve’s so-called “Emergency” rate cut to 0% on Sunday (in reality, a panic move), we are advising additional defensive adjustments to our Model Fund Portfolio, reducing allocations to Energy and Consumer Discretionary ETFs increasing...
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Well, we’re in the thick of it. New citywide, statewide and national mandates are being pronounced daily, the stock market fell dramatically, my two daughters were sent home from college, three close relatives lost jobs/projects, and one close relative is a basket case potentially...
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Managing your own retirement portfolio is easier than ever, but is it a good idea? Here are the facts.
Until the mid-1970s, there was no such thing as an IRA or 401(k). Most retirement plans consisted of pensions and social security, and managing your retirement...
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Ironically, China’s blue-chip CSI 300 Index hit its highest point this week since February 2018.
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Monday’s market downturn was a bit breathtaking. First we had a stock market that was overdue for a pullback. Then the coronavirus hit, harming the Chinese economy, which in turn harms every business that sells products and services in China and manufactures products China...
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Special Bulletin - Audio
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Winston Churchill's amazing life offers some useful lessons that can be applied to investing. Here are seven investing lessons we can learn from him.
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This week is a reminder that markets don’t always go up. The big surprise was that it took so long for global markets to wake up to the threat.
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The COVID-19 problem, as it pertains to the U.S. stock markets, is compounded by the fact that the S&P 500 index had risen about 12% since October.
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Bullish, but be Discerning
It’s been another solid week for the market, with the major indexes kiting higher and, while individual stocks were a bit more mixed and news-driven, most are acting just fine.
Overall, not much has really changed from a week ago—the vast of...
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The coronavirus continues to make headlines, with this week’s victim being Apple Inc. (AAPL) which announced that 2020 revenues are going to take a hit from the work stoppages emanating from China.
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The markets are demonstrating impressive resiliency in the face of the coronavirus. You can’t fight the market but I remain a bit more guarded since this disruption will have to hit profits down the road for some companies.
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Here’s how I handle my personal stock portfolio when I’m expecting a market correction. When I sell a stock, I put part of the capital in the money market fund, and I reinvest part of the capital into an attractive stock opportunity.
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The market seems to be a bit complacent given the risks of the virus spreading rapidly in China and elsewhere but we need to remain a bit cautious. There is some suspicion that China is downplaying the numbers.
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The stock market’s uptrend finally cracked late last week. Is this the beginning of the official market correction, or a prelude, or just a hiccup?
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The S&P 500 (SPX) index is up 10% since rising above its previous trading range in late November. While 10% is not necessarily a big move for a stock, it is definitely a big move for a major index.
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Congratulations to the Top Picks of 2019!
Our contributors did a stellar job for you last year. As you can see from the table below, our Top 5 Picks averaged 131% gains! And the rest were pretty good, too.
Last year, the markets recovered all they...
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The big news pertaining to global investing is the signing in Washington yesterday of the phase-one “truce” trade deal between America and China.
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