Enter Santa Man

An unforgiving autumn. U.S. stock investors have been stirred once again in recent weeks from their prolonged monetary stimulus-induced coma. Since its final peak in early October, the S&P 500 Index has fallen by more than -9% to date through Wednesday’s close and by more than -11% along the way on a peak-to-trough basis. IsContinue reading “Enter Santa Man”

Make Sure You Understand What You’re Investing In

It is an adage as old as the stock market itself. Yet, so many investors continue to ignore it even today. A key principle to help ensure your long-term prosperity and protect yourself against unpleasant outcomes with your investment portfolio is the following. Make absolutely sure you completely understand exactly what you are investing yourContinue reading “Make Sure You Understand What You’re Investing In”

Surviving The Bear Market

It has been six months since it “officially” began. In early January 2018, the bond king himself Bill Gross declared that the bear market in Treasury bonds was underway. Of course, Mr. Gross has not alone in his bearish view on bonds over the years, as a number of fairly notable investors have been bearishContinue reading “Surviving The Bear Market”

Mid-Year DIY Investor Summit – Special Online Event Starting Soon

The Mid-Year DIY Investor Summit is only a few days away! Next Tuesday and Wednesday, June 27 and 28, nine top investors are coming together to share their best strategies and investments for finishing strong in 2017. I am honored to be taking part in the latest DIY Investor Summit presented by Brian Bain fromContinue reading “Mid-Year DIY Investor Summit – Special Online Event Starting Soon”

A Mean Regression To The Mean

U.S. stocks are expensive by most measures. But they have been expensive for quite some time and seem to only become more expensive with each passing month. So where do we stand today with valuations? And what are the potential fallout effects once the stock market decides to return to more normal pricing? Please clickContinue reading “A Mean Regression To The Mean”