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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...