Why Stocks Are Going Down
Everybody’s talking about the correction. So far, it stands at almost exactly 6%. Opinion through the industry is split, of course. If anything, most of what I can pick out from the headline noise...
View ArticleThe Only Way Tesla Makes Sense
(Originally published at TheStreet.com) Forget everything you know about Tesla (TSLA). Forget about the stratospheric valuation. Forget about the 30% short interest. Forget, for a moment, that it’s a...
View ArticleThe Only Game in Town
UPDATE: Episode 4 of our Income+ podcast is now up! Click here and subscribe to get the Top 5 Rules for Successful Investing. —— The market finally made a new high! Does this mean the sideways action...
View ArticleAlpha Predators
I read a lot of commentary and reporting from last week’s SALT conference. In the alternative asset industry, it’s the most popular event of the year, even though it’s more of an opportunity for high...
View ArticleThe Return of the Inflation Chupacabra
The first quarter GDP was revised lower. It was the first time the economy contracted since 2011, an annualized rate of -1.0%. The market celebrated by making a new all time high! I wrote for Pro...
View ArticleIs It Too Late To Get Back In?
I get all sorts of questions from all sorts of different investors. As strange as it seems, this is one of the most common right now. Is it too late? Clearly the last bear market had a permanent effect...
View ArticleSensible Expectations for Inflation
One of the things I’ve been watching closely over the last few months is inflation. Not for the reasons you might be thinking — I’m not one of these inflation truthers banging that tired old drum that...
View ArticleGuess Who’s Back? The Middle Class
This has been a very important week for economic data. I know everybody saw yesterday’s GDP report coming, but it’s great news nonetheless. It was a blowout, a 4% real increase in the second quarter....
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