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A presentation on today’s investment environment.
Recent Posts
- A Rough Quarter July 22, 2022
- Winds of Change are Blowin’ April 15, 2022
- The Fed, Inflation, Indexes and What is Really Happening January 12, 2022
- An Uneventful Quarter October 12, 2021
- Why Value Investing is Harder than Growth Investing, but a Better Way to Invest September 10, 2021
- An Obsession with the Fed Dominates Markets July 13, 2021
- Value Stocks Significantly Outperform April 21, 2021
- Cycles January 11, 2021
- A Divergence in Stock Prices – Will It Last? October 14, 2020
- Mega-Cap Tech Stocks to the Rescue July 10, 2020
- Corona-nomics Spring 2020 April 29, 2020
- March 11, 2020, Comments on Equity Markets March 12, 2020
- The Seven Deadly Sins of the Investment Advice Industry February 27, 2020
- 2019 Recap and What Now? January 13, 2020
- The ‘Gig Economy’ and Investor Irrationality October 14, 2019
- Growth Stocks are Risky August 30, 2019
- The Backdrop for Stocks is Good, But the Bear Case Is Strong July 10, 2019
- Trade Turmoil and the Stock Market – What Does It Mean? May 14, 2019
- Tech Bubble Redux April 16, 2019
- With the Fed Pausing Its Interest Rate Increases, Should We Still Be Cautious? February 27, 2019
- Bloomberg: Wall Street’s Faith in Its Earnings Prescience Near Record High January 17, 2019
- Investors’ Great Mistake January 14, 2019
- A Strong Dollar from Rising U.S. Rates October 19, 2018
- Reflexivity October 11, 2018
- A Strong Economy Isn’t Always Good for Stocks, But Stocks Will Probably Continue to Rally Anyway September 7, 2018
- Housing Will Not be the Source of a Crash July 16, 2018
- The Many Cross-Currents in Markets April 17, 2018
- Shifting into a New Gear April 2, 2018
- Twelve Reasons You May Want to Fire Your Investment Advisory Firm If It Compares Itself to the S&P February 22, 2018
- 2017 – A Year of the Unexpected January 26, 2018
- The Fed’s Virtuous Cycle October 16, 2017
- Be Prepared September 20, 2017
- Consider the Unloved January 23, 2017
- Onward and Upward December 15, 2016
- Appearance on the Floor of the NYSE to Discuss Markets May 24, 2013
- John Interviewed to Discuss Specific Stock Ideas that All Performed Well March 19, 2013
- Caution on Apple stocks proves prescient May 9, 2012
- CNBC Squawk on the Street: Is Owning Apple Risky? April 3, 2012