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Newsletters and Articles

Information designed to help you boost your financial confidence.

ARTICLES

What’s Really Driving Stocks?

  • The forward P/E ratio for the S&P 500 is the highest it’s been in two decades.
  • This has fueled concern that the stock market is overvalued.
  • Before doing any valuation analysis, it’s important to better understand what could be driving stocks at the moment.

 

Published on 8/28/20

What Do The Bears Believe?

  • The S&P 500 reached an all-time high this week.
  • Rather than celebrate, it seems as if this historic event is being met with far more pessimism than optimism.
  • There is always a bear case to be made, so approach these with extreme skepticism.

 

Published on 8/21/20

Is There A Way In?

  • The media and short-term traders tend to love IPOs.
  • The IPO process leaves little chance for smaller investors to participate.
  • IPOs are almost always a Catch-22 for individual investors.

 

Published on 8/14/20

Solving High-Class Problems

  • High stock prices can create challenges for companies and investors.
  • Executives occasionally split their stock to alleviate these high-class problems.
  • Stock splits can potentially increase the demand for stock, but have no impact on fundamentals of the company.

 

Published on 8/7/20

Is The Dollar Crashing?

  • The U.S. Dollar Index has fallen close to 7% since May.
  • Anytime the dollar weakens like this, the fearmongering ramps up fast.
  • There is more to currencies than meets the eye, so take headline numbers with a grain of salt.

 

Published on 7/31/20

Is There A Silver Lining For Gold?

  • Gold and silver have been on a tear since March 2020.
  • The decision of whether to own precious metals and how much is one of the most debated topics in finance.
  • The real question an investor must ask is why they want them in the first place.

 

Published on 7/24/20

Does The Economy Need A KISS?

  • Economists that attempt to forecast the economy tend to be less than stellar.
  • Six factors can be used to assess the future direction of the economy.
  • These factors suggest the U.S. is in the early stages of an economic recovery.

 

Published on 7/17/20

Halftime Report

  • There is no question that the first half of 2020 will be remembered as one of the most tumultuous periods in history.
  • It appears that the recession that began in February has ended, and the recovery is currently underway.
  • Investors have arguably never faced so much uncertainty as they do today, but these tend to be the times that present the greatest opportunities to patient investors with a strong stomach.

 

Published on 7/9/20

What Is Private Equity?

  • Private equity’s average annual return has more than doubled world equity markets over the last two decades.
  • Investors often ask how private equity works and if they can invest in it.
  • Several hurdles make this asset class inaccessible to most investors.

 

Published on 7/2/20

Could Biden Tank The Market?

  • Presidents can be good or bad for stocks, but there are several other drivers too.
  • There is a big difference between politics and policy.
  • The real risk to investors is not who wins in November but how one reacts to the outcome.

 

Published on 6/26/20

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