May 29, 2018
In the world of investing, “complacency” should be a four letter word...
But it’s all too common. And it can sow seeds of contagion that reverberate throughout global markets.
This is no time for a false sense of security.
A growing Italian faction wants out of the EU. This would wreak havoc upon their banking...
May 22, 2018
Finding good stocks to own—or short—isn’t easy.
It’s especially difficult if you rely on financial headlines or 30-second soundbites from the talking heads.
That just makes you part of the herd.
Finding ideas that make a difference in your portfolio is about doing the real work.
I’m talking about primary...
May 15, 2018
“Everybody has a plan, until they get punched in the face.” –Mike Tyson
Tyson’s words ring true in the world of boxing. But in the world of investing, a plan helps you weather the roundhouse blows the market can dole out.
And make no mistake, the market is teeing up to deliver a whopper.
Stocks move up or down...
May 8, 2018
First quarter earnings continue to be impressive... except, it seems, to the throngs of investors demanding even more.
Despite a year over year earnings per share increase of 24%, stock prices are barely budging.
On today’s podcast, I talk about why.
You’ll hear from two of the smartest commodity guys I know...
May 1, 2018
Welcome back to Talking Stocks Over a Beer.
This earnings season is proving to be quite spectacular. The S&P 500 is growing earnings at a staggering 23% year-over-year—blowing away estimates of 17% earnings growth.
But there’s a problem: It seems Mr. Market might have anticipated this growth. Despite the...