Jun 7, 2023
Recent weakness is a good buying opportunity despite high valuations
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...
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
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...
Apr 24, 2023
Interest rates are not the driving factor behind stock direction
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
Mar 29, 2023
Remember: Big trends are global, not local, always. Especially now, as bank contagion fears gallop.
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.
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.
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...