Today’s headline is borrowed from a Tweet that you’ll find later in this post. That notion is so bang on and perhaps summarizes what has been going on for a year or three, and well, forever. The investors and portfolio managers that have been scared off by the risks have been treated to some level […]
The performance of our U.S. stock portfolio. And building the portfolio in 2023.
I recently updated the performance of our U.S. stock portfolio in a post for Seeking Alpha. We continue to outpace the returns of the S&P 500. I was also asked how I would build the U.S. stock portfolio in 2023, given the valuation issues for the U.S. market. In this post for Cut The Crap […]
We’re selling our winners on the Sunday Reads.
What do you do when you have runaway winning stocks? You sell them, silly. Especially if the valuations are out of control, or out of this world. Those stocks might live in the land of AI – artificial intelligence. The share prices might be artificially inflated. The U.S. stock market is enjoying a bull run […]
A new bull market on the Sunday Reads.
In last week’s Sunday Reads, the headline read that the recession can wait. The economic forces that are at work trying to tame the economy are moving in slow motion. I had suggested that we might take the Summer off, on the recession watch. And now we have a new bull market in the U.S. […]
The markets hope and pray for a rate hike hiatus.
After many weeks of (mostly) stock and bond market declines, this week offered some positive price moves. At least that was the case for stock markets. Bonds still continued their march down as rising rates and higher yields hurt bond prices. We’ve experienced the worst bond market, ever. To the rescue, comments from Fed officials […]
The first half of 2022. Be curious. Annuities. Caring for aging parents on the Sunday Reads.
You’ll find an interesting and eclectic mix of topics and posts and videos in this Sunday Reads. It was a very rich week in the search for great reads and insights. So much for the dog days of Summer. Be curious. Think different on the Sunday Reads. The first half of 2022 (H1 they call […]