Earnings Season Hype is Overblown
I moved to Florida ten years ago because I was tired of two things: Taxes and weather. I hear some folks talk about how much they love winter and I can only suppose that these folks do not have to…
Learn moreI moved to Florida ten years ago because I was tired of two things: Taxes and weather. I hear some folks talk about how much they love winter and I can only suppose that these folks do not have to…
Learn moreWe all love a good story, and Wall Street tells stories better than anyone. Tesla is the future of transportation! Shopify is redefining the world of E-commerce! The bond market will do great, no matter what happens with interest rates!…
Learn moreThere’s no ignoring it. Options trading, meme stocks, cryptocurrencies, SPACs, and new-paradigm tech plays are the capital markets’ new “Kool-Aid.” And just about every investor is drinking it. In doing so, however, those folks are missing out on a slice…
Learn moreLast week, I got a piece of mail from a local real estate broker that included an estimate of what he thought his firm could sell my house for right now. I knew the price had gone up because Florida…
Learn moreEarlier this month, we saw the 13F deadline come and go. In the interest of transparency, the Securities and Exchange Commission (SEC) requires all money managers and hedge funds to reveal what stock they own every quarter. By comparing this…
Learn moreOn June 2, 2012, the three-masted, steel-hulled ARA Fragata Libertad set sail from Buenos Aires, Argentina to make its annual training voyage. Recent graduates from the Escuela Naval de Argentina were on board, along with 69 members of the Argentine…
Learn moreThe other day a friend sent me a research report suggesting to buy a particular stock that had “excellent growth potential.” Best of all, the stock was trading at just 15 times earnings. So for my friend, this seemed like…
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