Coronavirus is going to have lasting impacts on society and investing. We must have caution, but not be afraid. Register to read.Read More
Investment Articles & Special Reports
These are my periodic letters, investment notes and special reports for clients and the interested. My general theme are to identify risks and search for opportunities in the biggest trends.
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Investing after Coronavirus will mean a bigger pivot to technology. Eventually, we will see inflation from the stimulus though. Register to read.Read More
We were getting very cash heavy in January on overvaluations in the markets. Now we’re covering for fear of an economic collapse. Register to read.Read More
The rally off of the almost bear market correction of late 2018, has led to a near euphoric take by many investors as 2019 had a large gain. In reality, the stock market moved up about 20% over the past 2 years, or about 10% on average per year. Exactly in line with historical averages.Read More
The end of the oil age began when Saudi Arabia flooded the market with oil in 2014. We are in about the 2nd inning now. Have an energy transition plan. Register to read.Read More
With the flow of money out of “old economy” and “grandpa stocks”continuing, using corrections to upgrade our asset allocation is an essential idea. Already, we have raised cash on anticipation of a summer correction.Read More
I’m no gold bug, but for the first time in a long time, gold is looking pretty. It once again deserves a small place in your portfolio. Register to read.Read More
Alphabet is one of the largest and most important companies in the world. It is also a profit machine sitting on a mountain of cash. With multiple units that could be spun off, merged or grown, this is a company that could yield even more dividends, without actually paying a dividend.Read More
AT&T is a very misunderstood company that is sitting on some very valuable assets. While I’m not a fan of the DirecTV deal, the Warner deal could bring huge benefits either through growth, as a tool to grow 5G and fiber business or being merged into another media company – or all three. Time will tell, but I’m willing to collect the fat dividend while I wait to see.Read More