Monthly Archives: May, 2019

Lumber Prices Chopped Down by Bad Weather

Bad weather in some key housing markets had tempered demand for lumber, as builders are slowed down. Some big mill owners have even trimmed...

Will Amazon Upend the Freight Market?

Amazon is opening up its internal shipping network to third parties. That could have a major effect on the American transportation market, and on...

Miss This Investing Concept to Your Everlasting Sorrow

Lack of patience, more than anything else, hamstrings investors in their pursuit of profits. I wrote in July 2004 that impatiently trading in and...

Does Private Equity Race for the Exit Spell Trouble?

Stephen Gandel, writing for Bloomberg, explains that private equity companies have shortened the amount of time they spend invested in American companies in 2018....

Americans Won’t Vote for a Return to the Sleepy Joe Economy

Real GDP growth so far in the Trump era has averaged 2.77% per quarter, while during the Obama/Biden era it averaged a sleepy 1.9%. Originally...

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Regional Powers Rush to Tehran to Prevent a New Iran War

Saudi Arabia, Turkey and Pakistan sent senior officials to...

The Trouble with Balanced Mutual Funds and ETFs

In the past, when I thought about balanced mutual...

Retail Sales Growth Worrisome

Growth in sales at retail chain stores has fallen...

December RAGE Gauge: Boom! Small Business Outlook Jumps

Wow, isn’t it amazing what a difference one month...

This is What Terrorizes the Fed

Imagine for a moment that you’re the Fed. You...

Is There a Defense Against My ‘Bezos Law’?

If you're a regular reader, you are familiar with...

Paris: Watch Your Back and Margin of Safety

Your Survival Guy is back from a ten-day trip...

What’s Happening in France could Happen Here

You may have read that France is facing a...

Trump Mobile Targets Conservative Consumers with U.S.-Made Service

The Trump Organization has launched Trump Mobile, a new...

Vanguard Wellington (VWELX): The Original Balanced Fund

The Vanguard Wellington Fund (VWELX) is the original balanced...