Stocks Don’t Care About Impeachment

“Would Trump’s impeachment crash the market?” Q3 2019 hedge fund letters, conferences and more A reader asked me after House Speaker Nancy Pelosi announced a formal impeachment inquiry into President Trump’s dealings with Ukraine. A lot of people have a vague sense that impeaching Trump is bad for stocks. Political chaos means stocks [...]

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Social Security Is Screwing Millennials

Social Security is a textbook illustration of how government programs go off the rails. Q3 2019 hedge fund letters, conferences and more StockSnap / Pixabay It had a noble goal: to help elderly and disabled Americans, who can’t work, maintain a minimal, dignified living standard. Back then, most people either died before reaching that point [...]

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The IPO Market Is Nowhere Near A Bubble

Who remembers Pets.com? Q3 2019 hedge fund letters, conferences and more rihaij / Pixabay It launched one of the world’s first online pet stores. It never did sell many dog collars or cat treats. But its witty branding made it a cultural phenomenon in America. Maybe you remember its goofy mascot from the [...]

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This Is The Best Time To Load Up On These 3 Value Stocks

Have you checked the returns on your dividend-paying stocks lately? Q3 2019 hedge fund letters, conferences and more If so, you should like what you see. See, most value stocks also pay dividends. And value stocks have been on an incredible run over the last month. They’ve outperformed growth stocks by 9%, [...]

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Economics Is Like Quantum Physics

I often say a writer is nothing without readers. I am blessed to have some of the world’s greatest. Your feedback never fails to inspire and enlighten me. Q2 hedge fund letters, conference, scoops etc My last week’s That Time Keynes Had a Point letter brought many more comments than usual. Apparently Keynes [...]

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That Time Keynes Had A Point

John Maynard Keynes once said: Q2 hedge fund letters, conference, scoops etc “Practical men, who believe themselves to be quite exempt from any intellectual influence, are usually the slaves of some defunct economist. Madmen in authority, who hear voices in the air, are distilling their frenzy from some academic scribbler of [...]

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Amazon Could Soon Be The World’s Biggest Shipping Company

Amazon (AMZN) kicked off the internet shopping boom in the ‘90s when it started shipping books. Q2 hedge fund letters, conference, scoops etc kirstyfields / Pixabay These days, you can click a button and get almost anything delivered to your door. Amazon sold $164 billion worth of stuff on its website this year. If [...]

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Ford Falls Off A Cliff – These 3 Companies Could Be Next

It’s been a long time coming. Q2 hedge fund letters, conference, scoops etc Mahal / Pixabay PIMCO, the world’s largest bond hedge fund, has been warning investors about this for months. So has Federal Reserve Chairman Jay Powell. So I wasn’t surprised when the first domino in the corporate debt crisis fell last week… Credit [...]

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The 60/40 Portfolio Is Riskier Than Ever

As investors we have to make assumptions about the future. We know they will likely prove wrong, but something has to guide our asset allocation decisions. Q2 hedge fund letters, conference, scoops etc Many long-term investors assume stocks will give them 6–8% real annual returns if they simply buy and hold [...]

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War Gaming The Trade War

People respond to incentives. So do national governments. This is foundational to both economics and geopolitics. Q2 hedge fund letters, conference, scoops etc janjf93 / Pixabay Carefully examining each side’s incentives can illuminate how a conflict will end. No one has infinite choices. They choose from limited options. That applies to the US-China [...]

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The Easiest Way To Maximize Your Dividends

Let’s face it: You probably think you pay too much in taxes. Q2 hedge fund letters, conference, scoops etc Alexsander-777 / Pixabay That’s especially true if you’re trading dividend-paying stocks at a rapid clip. See, if you hold a dividend-paying stock for less than 60 days, its dividend payments are considered unqualified for tax purposes. Unqualified [...]

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How To Build Your Own Bond Portfolio

Most investors seem to fall into two camps when it comes to bonds. Q2 hedge fund letters, conference, scoops etc Goumbik / Pixabay On one side, there are people who remain anti-bonds. Or at least, anti-investing-more-in-bonds. On the other side, there are the “yes, but” folks. They get why it’s important but don’t [...]

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Trump, You’ve Got It All Wrong

I’m going to start with a story. Q2 hedge fund letters, conference, scoops etc Gage Skidmore / Flickr There is a drug produced in China that works well on strokes and numerous other less devastating medical issues. It is derived from pig pancreases or human urine. It isn’t approved in the US due [...]

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The Reason Stocks Will Soar In The Next 20 Months

A reader asked me last week if it’s time to head for the exits. Q2 hedge fund letters, conference, scoops etc There’s a lot of fear in the markets right now. Folks are nervous. Maybe you’re nervous. The past two weeks have been rough for the stock market. The S&P 500 recently [...]

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Dark Days Are Closing In On Apple?

What’s the most successful product in history? Q2 hedge fund letters, conference, scoops etc Chances are pretty good you’re holding one in your hand right now... Apple (AAPL) has sold roughly a TRILLION dollars’ worth of iPhones since 2007. If the iPhone were a company, it would rank #30 on the Fortune 500 [...]

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