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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Expect one regular monthly summary piece and occasional periodic reports.
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REITs are favorites among dividend investors. But there is a fallacy that real estate as an asset class outperforms stocks in general. That is not true. Over most time frames, REITS as a group trail the broader stock market. REITs have use for income and growth, but we must be very selective.
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Over the past few years I have been playing in the World Series of Poker professional circuit. I’ve played poker since I was a teenager. People have been saying I’ve been lucky for 35 years. It’s not luck.
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Coronavirus is going to have lasting impacts on society and investing. We must have caution, but not be afraid. Register to read.
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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.
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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.
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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.
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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.
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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.
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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.
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