It’s Time To Put TINA On Suicide Watch
One of the major factors behind the strength in the stock market in recent years has been what some have called TINA, or “There Is No Alternative” (to owning stocks)....
View ArticleWhy You Might Want To Prepare Your Portfolio For A Time ‘When Doves Cry’
It turns out Prince was a gold bug. According to a recent statement filed in Minnesota court regarding the settlement of his estate, at the time of his death he owned...
View Article3 Charts That Show Stock Market Valuations Are Totally Unprecedented
Last week I updated the Warren Buffett yardstick, market cap-to-GNP. The only time it was ever higher than it is today was for a few months at the top of...
View ArticleJack Bogle’s 4% Annual Return Forecast For Stocks Could Prove To Be...
I’m a big fan of Jack Bogle. Like Warren Buffett, I believe he been nothing less than a “hero” to individual investors. That said, CNBC reported this week that “Jack Bogle...
View ArticleWhy Have Bankers Become So Bearish?
Over the past few months, insider selling (the legal kind) by top bank executives has exploded. Insider activity is something I’ve monitored closely for about 20 years now. This sort...
View ArticleThis Indicator Is Still Flashing A Bear Market Warning
The NYSE just released the margin debt numbers for March and, considering the rally in stocks we’ve seen, it wasn’t much of an uptick. In fact, the nominal level of...
View ArticleUsing The ‘Fed Model’ To Buy Stocks Has Never Been More Dangerous
Many investors are pointing to low interest rates today as a way to justify soaring equity valuations. Certainly, investors have felt the need to go out on the risk curve...
View ArticleUtilities Stocks Just Did Something That Should Only Happen Once In 1,200 Years
I haven’t written much recently about the soaring valuations in stocks but my friend, JP, shared this chart earlier this week and it had me asking myself once again, “If...
View ArticleIs Apple’s Stock Cheap? Not To My Eyes
Apple reported earnings this week and the latest numbers have some some pounding the table bullish. For example, here’s Forbes from an article titled “Why Apple Is Very Undervalued“: Apple...
View ArticleIt’s Time To Put TINA On Suicide Watch
One of the major factors behind the strength in the stock market in recent years has been what some have called TINA, or “There Is No Alternative” (to owning stocks)....
View ArticleWhy You Might Want To Prepare Your Portfolio For A Time ‘When Doves Cry’
It turns out Prince was a gold bug. According to a recent statement filed in Minnesota court regarding the settlement of his estate, at the time of his death he owned...
View Article3 Charts That Show Stock Market Valuations Are Totally Unprecedented
Last week I updated the Warren Buffett yardstick, market cap-to-GNP. The only time it was ever higher than it is today was for a few months at the top of...
View ArticleJack Bogle’s 4% Annual Return Forecast For Stocks Could Prove To Be...
I’m a big fan of Jack Bogle. Like Warren Buffett, I believe he been nothing less than a “hero” to individual investors. That said, CNBC reported this week that “Jack Bogle...
View ArticleWhy Have Bankers Become So Bearish?
Over the past few months, insider selling (the legal kind) by top bank executives has exploded. Insider activity is something I’ve monitored closely for about 20 years now. This sort...
View ArticleStock Market Breadth Is Much Worse Than This Popular Measure Indicates
There are some strange things going on in certain breadth measures of the broad stock market right now. The most popular measure of market breadth has to be the NYSE...
View ArticleIt’s Time To Get Real With Your Investment Portfolio
Taken together, stocks and bonds have never, in over 100 years of history, been as expensive as they are today. If it is true, as Warren Buffett says, that “the...
View ArticleAmazon Adds A McDonald’s In Market Cap In The Month Of January
Last week I shared a fantastic four that make the FANG stocks look tame. This week I have to come back to one FANG in particular that has turned in...
View ArticleWhy Big Tech Is Not As Flush As It Looks
Many have marveled at the massive amount of cash built up on the balance sheets of big tech companies in recent years. It’s truly astounding and almost incomprehensible. When you...
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