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Nov 21, 2023
The Numero Uno most often asked “what about” question now: Yeah, but why risk stocks when T-Bills yield 5%?
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Nov 8, 2023
Supply chains, travel spending and personal saving rates are back to pre-Covid levels
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Oct 10, 2023
There’s a major point about inflation to be made here that’s far from brand new – Milton Friedman made it decades ago but which gets ignored month in, month out and year in,...
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Oct 4, 2023
The strategy provides a measuring stick for gauging performance and tailoring your portfolio to underweight or overweight categories
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Sep 13, 2023
Why have the bears returned so quickly? It’s partly a question of market psychology. Let me explain.
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Sep 6, 2023
The current bull market has legs and patience is vital despite the negative headlines
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Aug 8, 2023
Your stock portfolio is lately looking a lot beefier thanks to the “midterm miracle.” Now, let’s top it off with some “gridlock gravy.”
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Jul 5, 2023
Look this bull market in the mouth, and it seems like four out of five doctors will tell you it’s got a classic, open-and-shut case of “bad breadth.” Stocks have rallied for...
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Jun 7, 2023
Recent weakness is a good buying opportunity despite high valuations
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May 23, 2023
Is there really some banking crisis? In March, I told you Silicon Valley and Signature Bank were isolated episodes—not systemic threats. First Republic’s subsequent demise and...
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May 3, 2023
If you need growth to finance longer-term goals, the biggest risk you face is missing bull markets’ big, long-term returns
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May 2, 2023
The bears are still groaning, and whatever the reasons they cite on a given day, you can be sure they are claiming that rising stocks are the product of irrational markets that are...
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Apr 24, 2023
Interest rates are not the driving factor behind stock direction
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Apr 19, 2023
As the price of the precious metal approaches a record high, it is important to understand it is a commodity that has no earnings, adaptability or dividends
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Mar 29, 2023
Remember: Big trends are global, not local, always. Especially now, as bank contagion fears gallop.
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Mar 17, 2023
The media says SVB’s failure was the second-biggest ever and that New York-based Signature Bank’s was the third-biggest. Scary. But they weren’t really No. 2 and No. 3.
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Mar 7, 2023
Sucker’s rally! Four months since the stock market began its recovery from last year’s carnage, skeptics are still piling on.
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Jan 31, 2023
In my 50-plus years of managing money — which started back in the days when Carly Simon was cranking out hits — recessions have mostly been surprises. Now, almost everybody...
Nov 21, 2023The Numero Uno most often asked “what about” question now: Yeah, but why risk stocks when T-Bills yield 5%?
Nov 8, 2023Supply chains, travel spending and personal saving rates are back to pre-Covid levels
Oct 10, 2023There’s a major point about inflation to be made here that’s far from brand new – Milton Friedman made it decades ago but which gets ignored month in, month out and year in,...
Oct 4, 2023The strategy provides a measuring stick for gauging performance and tailoring your portfolio to underweight or overweight categories
Sep 13, 2023Why have the bears returned so quickly? It’s partly a question of market psychology. Let me explain.
Sep 6, 2023The current bull market has legs and patience is vital despite the negative headlines
Aug 8, 2023Your stock portfolio is lately looking a lot beefier thanks to the “midterm miracle.” Now, let’s top it off with some “gridlock gravy.”
Jul 5, 2023Look this bull market in the mouth, and it seems like four out of five doctors will tell you it’s got a classic, open-and-shut case of “bad breadth.” Stocks have rallied for...
Jun 7, 2023Recent weakness is a good buying opportunity despite high valuations
May 23, 2023Is there really some banking crisis? In March, I told you Silicon Valley and Signature Bank were isolated episodes—not systemic threats. First Republic’s subsequent demise and...
May 3, 2023If you need growth to finance longer-term goals, the biggest risk you face is missing bull markets’ big, long-term returns
May 2, 2023The bears are still groaning, and whatever the reasons they cite on a given day, you can be sure they are claiming that rising stocks are the product of irrational markets that are...
Apr 24, 2023Interest rates are not the driving factor behind stock direction
Apr 19, 2023As the price of the precious metal approaches a record high, it is important to understand it is a commodity that has no earnings, adaptability or dividends
Mar 29, 2023Remember: Big trends are global, not local, always. Especially now, as bank contagion fears gallop.
Mar 17, 2023The media says SVB’s failure was the second-biggest ever and that New York-based Signature Bank’s was the third-biggest. Scary. But they weren’t really No. 2 and No. 3.
Mar 7, 2023Sucker’s rally! Four months since the stock market began its recovery from last year’s carnage, skeptics are still piling on.
Jan 31, 2023In my 50-plus years of managing money — which started back in the days when Carly Simon was cranking out hits — recessions have mostly been surprises. Now, almost everybody...