You know how I feel about Fidelity and Vanguard. Great custodians, but there’s a better mousetrap than the mutual funds and ETFs they sell for stock investing. That’s why I favor individual dividend-paying stocks with a track record of consistent dividend increases. Do not take this as a call to immediately sell your mutual funds/ETFs, but it may be time for a revisit. How? Maybe look at your lazy money sitting on your couch, eating your ice cream, and doing nothing. Let’s go. Wake up. Get it out the door. Beat inertia. Dividend investing isn’t a fad. It’s always in style if you care about … [Read more...]
Archives for May 2022
What’s Pushing Down the Yen?
In the Financial Times, Zach Pandl examines recent yen depreciation, writing: The yen has been the worst performing major currency this year, sliding around 12 per cent against the dollar and underperforming even the Turkish lira and Argentine peso. Relative to a basket of trading partner currencies and adjusted for inflation, the yen has fallen to levels last seen in the early years of the Reagan administration, before the 1985 Plaza Accord. But this state of enyasu (weak yen) will probably be shortlived. The yen is an undervalued haven asset at a time of rising recession risks around … [Read more...]
Add Fertilizer to the Growing List of Shortages Threatening America
The world has plenty of food, for now, but the reason that is has much to do with high yields on farmland acreage doused with fertilizers. Without modern farming techniques and the inputs that supply them, food will become more difficult to produce, and perhaps scarce. News 10 reports on Michigan farmers' trouble with fertilizer shortages, writing: A fertilizer shortage is putting the food supply at risk. Fertilizer prices have tripled from where they were in 2021 and it’s forcing Mid-Michigan farmers to change how they grow their crops. “You’re cutting off one hand to save the other,” … [Read more...]
VW Stalls in Attempt to Catch Up to Tesla in EV Sales
Shortages of critical parts has slowed down the rollout of new electric vehicles by Volkswagen, which sold all of its inventory into high demand. The Financial Times' Joe Miller and Alexander Vladkov report: Volkswagen, the world’s second-largest electric vehicle manufacturer by volume, has “sold out” of battery-powered models in the US and Europe for this year as persistent supply chain bottlenecks hit global production. The Wolfsburg-based group, which includes brands such as Porsche, Audi and Škoda, sold more than 99,000 electric models worldwide in the first three months of 2022 as it … [Read more...]
PROSPERITY: Long Term Investment Success Is a Way of Life
How’s everyone feeling about this market? Well, if you’ve been following my dividend-centric, individual bond ladder approach, it hasn’t been all that bad. In fact, it’s been good to finally see markets get down to reality. You can’t have tech valuations based on thin air multiples forever. Or can you? We’ll see. But this isn’t a forecasting piece. The weather is what it is. I like dealing within areas I can control. My favorite being how much I save and how much I work. Isn’t that the key to everyone’s success? There was a time when America was an idea that championed the self-reliant—the … [Read more...]
Warehouse Developers Watch Amazon Slowdown with Trepidation
The warehouse development industry is viewing Amazon's profit warning as a possible sign of the end of a good run. George Hammond reports for the Financial Times: Fears that the Amazon-propelled boom in ecommerce is running out of steam have wiped billions off the value of the world’s biggest warehouse owners in recent days, reversing some of the huge gains made by the sector during the pandemic. A profit warning from Amazon on Thursday evening triggered steep share price falls, providing an indication of how much warehouse owners rely on the ecommerce group as a customer for space and a … [Read more...]
CHAOS: Don’t Sacrifice an Entire Retirement with This Mistake
You know from here, here, and here that saving for retirement is easier said than done. When should you secure your finances and move to a more defensive stance? When do you meet with a planner and talk about income needs? Are you on the right path right now in the middle of the chaos? What happens when Nasdaq craters by 20% in the first four months of the year? This is all real-life stuff. We’re all living it in real-time. When it comes to a return on your savings, I want you to be laser-focused on the return of your savings. Too many investors talk about buying low and selling high … [Read more...]
Jeff Bezos Echoes Alarm of One of His Favorite Investors
Jeff Bezos has amplified the warning to investors of Bill Gurley, a general partner from Benchmark Capital. MarketWatch reports: Onto our call of the day, which comes from Bill Gurley, general partner at Benchmark Capital and a venture capitalist who made a $11 million bet in Uber UBER, -4.37% in 2011. Several of his more than a half million followers on Twitter sat bolt upright after this Twitter thread: “An entire generation of entrepreneurs & tech investors build their entire perspectives on valuations during the second half of a 13-year amazing bull run. The ‘unlearning’ process … [Read more...]
Robo-Advisors: When You Have a Lot More to Lose than Money
Update 5.2.22: Just when you thought robo-advisers couldn't get worse, they're marrying up with ESG investing, which you know from here, here, and here that you should avoid. The target of these two investing fads? Young people, of course. The Wall Street Journal reports: More young adults are looking to invest in ESG, but many don’t know where to start and can’t meet the investment minimum to work with a full-service financial adviser. Money-management firms are adding options to attract these customers, for whom investing even small amounts with an environmental, social or governance … [Read more...]
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