SELL OFF? Taking a Bite Out of Apple
I want you to understand that stocks, like trees, don’t grow forever. Look at Apple stock. During the first trading day of 2022, Apple’s...
TECH WRECK: NASDAQ Stocks Suffering
The mostly tech oriented stocks of the NASDAQ Composite Index have not been faring well. Nearly 40% are down 50% from their 52-week highs....
Record Buybacks in 2021 as Companies Plan Even More Next Year
Companies bought back a record-breaking $850 billion worth of shares in 2021, and are planning even more buybacks in 2022. Mark Maurer reports in...
TAIL WAGGING THE DOG: Options Boost Tesla Shares
Bloomberg's Lu Wang reports on options activity that boosted shares of Tesla in recent trading, writing:
There were plenty of reasons for Tesla Inc. to rally Monday....
TIMES OF TROUBLE: No Assets Are Uncorrelated When They All Go to ZERO
When a major financial publication discusses how to leverage your portfolio to boost returns, you realize how dire the financial market situation has become....
This Chart Belongs on Your Fridge and More…
Have markets all gone mad? Take a look at this chart. It shows you how many stocks in the S&P 500 are trading at...
You Won’t Believe How Tame the Dot Com Bubble Looks
Check out the number of S&P 500 stocks trading at more than ten times their sales. I’m not talking about ten times earnings. This...
I Can’t Believe I’m Agreeing with George Soros, Here’s Why
I can’t believe I’m agreeing with George Soros of all people, but what he writes here is correct (except for the part about ESG...
A Master Class on Value Investing
GMO's second-quarter letter to investors, written by Ben Inker, is a master class on value investing and why value shares today look especially attractive...
Is the Market Bracing for a Correction?
In The Wall Street Journal, Karen Langley reports on some shifting in the market that is taking place, with shares of defensive stocks taking...