4 High-Quality REITs In Value Yielding 5%
Introduction – REITs REITs are most often thought about as income-producing investments. Although this is generally a true statement, REITs can also be great builders of wealth if invested in... Read More
ISMS 22: Toyota vs. EV Extremists – Who Is Right?
The post was originally published here. Listen on Apple | Google | Stitcher | Spotify | YouTube | Other Click here to get the PDF with all charts and graphs Q1 2023 hedge fund letters, conferences and more What’s interesting about Toyota is that if you buy today, you... Read More
Gary Bielfeldt’s Trading Strategy Explained
Gary Bielfeldt was a successful trader who rose to prominence in the 1980s by trading Treasury bonds. In the mid-1990s, Bielfeldt founded his own trading firm, GNP Commodities, which... Read More
Water Off A SPX’s Back… [Dirty Dozen]
In times of change, learners inherit the earth; while the learned find themselves beautifully equipped to deal with a world that no longer exists. ~ Eric Hoffer In this week’s Dirty Dozen... Read More
ETF Industry Hits $9.99 Trillion AUM
LONDON — May 15, 2023 — ETFGI, a leading independent research and consultancy firm covering trends in the global ETFs ecosystem, reported today the global ETFs industry gathered US$56.67 billion... Read More
How To Research Stocks To Make Smart Buy Sell And Hold Decisions (Part 1)
How to Research Stocks This is part of a continuing series of analyze out loud videos prepared at the suggestion of subscribers to the FAST Graphs’ YouTube Channel on how... Read More
Major Compression Regimes In Multiple Markets… [Dirty Dozen]
What an adaptive worldview means is that whenever you learn a new concept in an ill-structured domain, you know not to oversimplify — that is, to represent it as... Read More
Breach of Trust: Decoding the Banking Crisis
In March 2023, the fall of Silicon Valley Bank shocked investors not only because it was unforeseen, but also because of the speed with which it unfolded. That failure... Read More
ISMS 20: Larry Swedroe – Investment Mistake No.3 and 4
The post was originally published here. Listen on Apple | Google | Stitcher | Spotify | YouTube | Other Q1 2023 hedge fund letters, conferences and more Quick take In this episode of Investment Strategy Made Simple (ISMS), Andrew and Larry discuss two chapters of... Read More
William O’Neil’s CAN SLIM Trading Strategy Explained
William O’Neil is a highly successful investor and businessman who is the definition of an American success story. Born in Oklahoma during the Great Depression and raised in Texas,... Read More
EM Stocks Are At Record Cheap Levels… [Dirty Dozen]
My fear of the markets has forced me to hone my timing with great precision. When I am trading properly, it is like a pool player running racks. If... Read More
The Power of Incentives; SVB and Berkshire
A review of Silicon Valley Bank's capital allocation policies, its cash flow statement, and a case study on the power of incentives. Last month I happened to be reading Berkshire’s... Read More
Can FedEx Hit $300 Again?
The post was originally published here. What’s interesting about FedEx is that its margin is half of its main competitor UPS Q1 2023 hedge fund letters, conferences and more 3 things to know about this company: Weak demand... Read More
How to Find Undervalued Stocks: 5 Best Ways
The key to investing success is to “buy low and sell high”. So it is pretty simple, you just need to find undervalued stocks, hold them until they rise... Read More
What Are FAAMG Stocks?
FAAMG is an acronym for a group of five American technology stocks: Facebook, Apple, Amazon, Microsoft and Google. Given the tech behemoths behind each of these stocks, they have... Read More
ISMS 17: Larry Swedroe – Investment Mistake No.2: Do You Project Recent Trends Indefinitely Into the Future?
The post was originally published here. Listen on Apple | Google | Stitcher | Spotify | YouTube | Other Q1 2023 hedge fund letters, conferences and more Quick take In this episode of Investment Strategy Made Simple (ISMS), Andrew and Larry discuss a chapter of... Read More
Open Letter to Shareholders of Illumina, Inc.
Sunny Isles Beach, Florida, April 21, 2023 — Today, Carl C. Icahn released the following open letter to the shareholders of Illumina, Inc. (NASDAQ: ILMN). Q1 2023 hedge fund letters,... Read More
William Eckhardt’s Market Wizard Trading Strategy Explained
William Eckhardt is a Market Wizard and Godfather of the popular trend-following trading method: The Turtle Trader. Eckhardt, a former mathematician, left the academic world to pursue trading full-time... Read More
Logistec (ISIN CA5414114010) – A Cheap Marine Terminal Operator With a Great Track Record – What is Not to Like?
For all readers that found my SFS write-up from February as too exciting, I have good news: I have found a stock that looks at least as boring as... Read More
Ten Reasons Why Managed Futures and Trend-Following CTAs are a Smart Investment for Your Portfolio
Our friends over at Auspice Capital Advisors are out this week with a banger of a paper – titled, “Managed Futures and Trend Following CTAs — Ten Reasons to... Read More
Alibaba Splits into 6 Business Units to Pursue IPOs
On March 27, the founder of Alibaba Group Jack Ma was spotted in China. Q4 2022 hedge fund letters, conferences and more Chinese e-commerce group Alibaba Group (BABA:NYSE) announced on March 28... Read More
Introducing Two Friends
David: Would it theoretically be possible for you to have a discussion with OpenAI’s ChatGPT-4, which is now available to me? Bard: Yes, it is theoretically possible for me to... Read More
