How to Trump the Average Trader
After a mini-correction to begin the year, the stock market has staged an impressive rally. The Dow has risen 5.6% in only two weeks...
Starting Over
You can bet investors will be phoning their brokers in a week or two when they get their January statements. The phone never rings...
Yesterday’s Winners: Best Buy Edition
We all know the adage, “yesterday’s winner is today’s loser,” or some variation thereof. That’s why it’s no surprise to see Best Buy tanking...
Who Will Buy Your Stocks?
Zero Hedge highlighted a striking statistic on its website last Wednesday. A chart with data from Investors Intelligence showed that survey reporting bullish sentiment...
Calling the Crash of ‘29
If you look at a enough charts it’s not hard to draw historical comparisons to fit your frame of mind. After reading an article comparing this...
The Truth about Warren Buffett’s Investment in Exxon Mobil
Most stories on Buffett’s purchase of Exxon Mobil shares are missing the most important point.
If you don’t already know, Buffett’s Berkshire Hathaway recently made...
Utilities Investing: A Compelling Long-Term Opportunity
In our view, investing in utilities offers a compelling opportunity to long-term investors. Utilities are regulated monopolies that sell some of modern life’s most...
Smart Money Bailing Out of the Market
Since the spring of this year, the Smart Money Index (description below) and the Dow Jones Industrial Average have diverged significantly. This isn't normal...
Durable Goods Drop: Good or Bad for Stocks?
Durable goods orders cratered last month. The Bloomberg analyst poll had predicted a drop of 4%, but the final report showed a shocking decline...