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Investing is really tough. But there's a way to make this slightly more profitable. It won't be easier, but it will be more profitable. Takeaway from the Berkshire Hathaway meeting, and Warren Buffett's stock market timing. Using Buffett's Occidental Petroleum as a case study. ...
Value continues to trounce growth stocks within the style asset class across all market caps, and the longer-term returns tell us that growth might continue to lag for some time. It’s impossible to say how long the style “alpha” will be sustained. Growth stocks ha...
In terms of the US stock market, we are searching for a sign or a group of signs giving us the courage to act, hopefully before others. We have been conditioned to anticipate the end of a directional move before a major reversal to a new one. This makes sense, as turning points occur ...
If you are struggling, we would caution you about watching the news - particularly the political drivel. Do not let the news get to you. Filter the information. The important thing to do is analyze who we think the winners will be in this environment of inflation, higher food and oil ...
Stocks are on track to register their sixth straight week of declines for the first time since the confluence of the eurozone financial crisis, credit rating downgrade of US Treasuries and a debt crisis debacle in Congress sent equities reeling in the late summer of 2011. When the S&a...
The biggest crash in world history is coming, and it will be due to the most powerful financial force in the financial markets – mean reversions. Every transaction in the market requires both a buyer and a seller, with the only differentiating factor being at what price the tra...
The Russian invasion of Ukraine may spell higher prices and lower growth for the global economy—increasing downside risks to markets and heightening central bank policy uncertainty. Central banks have prescribed a regiment of rate increases and the end of QE to stop the spread ...
The US 10-year breakeven rate (the difference between the yield of the inflation-protected security and the conventional note yield) rose from 2.60% at the end of last year to a high a little bit above 3.05% on April 22. April retail sales are expected to rise by a solid 1% by the med...
The air is being let out of leveraged speculation as tech stocks continue to crack. Is there hope for a rebound (or dead cat bounce) following a more than 15% SPX fall? Credit spreads continue to rise as financial conditions tighten. For further details see: Weekly S&...
The Russian invasion of Ukraine and the subsequent imposition of sanctions by a range of governments have served to reset the global geopolitical compass, with an immediate impact on oil and gas markets and investments. Elevated prices and new sources of demand will create opportuniti...