I Unpacked My Library and Rediscovered an Important Stock Market Lesson
In a digital age where everything lives in the cloud, I’m doubling down on physical books. Here’s why — and what 20 years of data revealed.
Kass: Welcome to the ‘Rosy Scenario.’ What Could Possibly Go Wrong?
We are at or approaching an important market top — and investors are under-appreciating the risks.
Of All Post-Earnings Worries, This One Keeps Me Up at Night
Fighting with Iran and threats the conflict could spread concern me. Another worry is Japan’s bond yields. But neither bother me as much as this.
Don’t Be Fooled by Monday’s Pullback, Treasury Yields Are Headed Higher
Attractive Treasury yields could pull capital away from stocks and into bonds.
Ready to Launch on Rocket Lab, Planet Labs Shares
Thanks to Trump administration commercial space policies, I’m looking at adding to RKLB and PL to the $10K Portfolio. Also, lots of earnings on tap.
A Google First: Negative Free Cash Flow; Oil Bubbles Higher; Yields Creep Up
Alphabet reveals negative print for free cash flow for first time since going public; war expands; and what to do with IBM .
The Stock Tip Nobody Wants: It Doesn’t Matter
The data show the real edge is never picking winners; it’s something far less exciting.
The World’s Biggest Investor Says You’re Doing It All Wrong
BlackRock says your portfolio strategy is outdated. Here’s what to actually do about it.
Will Missiles Speak Louder Than Words as Peace Talks Continue?
Let’s pay tribute to a true hero as we brace for a big week of inflation news … and dissect the latest in Iran talks.
We’re Tracking 28 Signals Across 9 Pro Portfolio Investment Themes
Let’s scan through the headlines for the stories of the week that speak to our Pro Portfolio holdings.