Monthly Archives: May, 2020

“The Losses are Taking a Toll on Their Health”

Coronavirus Infects Stock Market: Part LI “You know what’s crazy,” a client told me yesterday, “is that investors spend more time buying a grill than...

Is There a Bubble in Growth Stocks?

Growth stocks are beating value stocks by the widest margin since the dotcom bubble. The top 5 S&P 500 stocks (all growth-oriented technology companies)...

Gamblers Descend on the Stock Market

If the stock market feels more like a casino to you than a place to invest for retirement these days, the FT has some...

Update! May 2020: Why Vanguard is Too Big for YOU

Coronavirus Infects Stock Market: Part XLIX A new client of mine is consolidating his eight-figure fortune with Fidelity. What’s shocking is how easily he decided...

These Numbers are Staggering

Many Americans have wondered why the stock market has bounced so much in the face of an unemployment rate exceeding 20% and economic growth...

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Are You Living Your Best Retirement Life Like They Are?

In my conversation with you, we talked about how...

How’s Your Margin of Safety for Fixed Income?

You might be getting flooded with emails about “guaranteed”...

Good as Gold: Will Ron Paul Audit the Fed?

The price of gold has reached new highs. In...

January CPI Growth Driven by Shelter, Energy, and Food Prices

The U.S. Bureau of Labor Statistics reports that the...

Vanguard, Bogle, Young and Your First Grade Teacher

I know that you know Vanguard lowered its fees...

Startups Challenge China’s Rare Earth Stranglehold

Robert Wright of the Financial Times reports that HyProMag,...

U.S. Seeks Access to Ukrainian Resources

Treasury Secretary Scott Bessent will visit Ukraine this week...

Bleeding Cash: How Tariffs Could Push Chinese Firms to the Brink

According to Hannah Miao of The Wall Street Journal,...

Trump’s Trade War Deepens Central Bank Divide

Sam Fleming, Valentina Romei, Ian Smith, and Claire Jones of the Financial Times...

Underinsured and Overexposed: LA’s Wildfires and the Jumbo Loan Dilemma

Ann Choi, Yizhu Wang, and John Gittelsohn of Bloomberg...