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The three major market events or themes of 2021's first quarter all shared a common theme - short-term thinking overwhelming valuations. While the GameStop and Viacom moves were more isolated, they reflect similar dynamics to the reopening trade. For individual investors, knowing ...
Expectations for rising inflation and economic growth coming out of the pandemic has fueled surging stock prices and plummeting bond prices. But trillions of dollars of debt from unproductive spending has built up in the last year, which fundamentally impairs future economic growth. ...
As COVID-19 has spread across the globe, wreaking havoc, a financial pandemic has likewise proliferated around the world. Zombie companies, weak firms persistently unable to cover their fixed expenses with operating profits, massively increased in number in 2020. But zombie compan...
Money supply growth has soared in the last year, but that doesn't mean the trillions of dollars dumped onto consumers was used for consumption. Just like in short-term UBI experiments, the stimulus checks largely didn't alter people's spending habits but rather bolstered their savings...
With interest rates hovering just above zero, it's questionable whether bonds will continue to play their traditional role as income generators and portfolio stabilizers going forward. My preference is to lower one's allocation to bonds, and to stick only to ultra-short term bonds. ...
PIMCO’s MINT helps preserve investors’ capital and provides them with liquidity and modest returns. The returns are low these days, but are likely to recover when the economy normalizes. I estimate MINT’s forward dividend yield to be around 0.49%, which is signifi...
I'm sharing the year-end letter I wrote to family members and friends whose accounts I manage. In the second part of two, I break down our portfolio holdings to explain why they're in our portfolio. We have 24 US equity positions, 4 European equity positions, and a few short-term ...
The concept of a "demographic dividend" is well-established in academic research. But the flip side of a demographic dividend is what the United States and virtually all other developed nations are beginning to experience. Unfortunately, COVID-19 probably made the situation worse ...
The last ice age lasted a very long time and caused a significant regression in the biological advance of life on earth. I think we are on the verge of entering into a new kind of ice age — an economic one — around the world today. Massive debt loads weigh down the e...
I've written on multiple occasions about how deficit spending ultimately hampers GDP growth by crowding out private investment. It can also weigh on GDP growth when inflows of foreign dollars go toward funding the fiscal deficit instead of buying US goods or being invested in US asset...
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2024-06-23 05:30:00 ET Stock Traders Daily has produced this trading report using a proprietary method. This methodology seeks to optimize the entry and exit levels to maximize results and limit risk, and it is also applied to Index options, ETFs, and futures for our subscribers. This...
2024-06-13 06:20:00 ET Stock Traders Daily has produced this trading report using a proprietary method. This methodology seeks to optimize the entry and exit levels to maximize results and limit risk, and it is also applied to Index options, ETFs, and futures for our subscribers. This...
2024-05-12 15:52:00 ET Stock Traders Daily has produced this trading report using a proprietary method. This methodology seeks to optimize the entry and exit levels to maximize results and limit risk, and it is also applied to Index options, ETFs, and futures for our subscribers. This...