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My sonic tastes are pretty eclectic. Modern and classic rock. '80s and '90s. Electronic or “chill out” music. You’ll find a little of everything on my various playlists. But early this morning,...
The financial press always wants to talk about flashy tech stocks. But it’s the steady, reliable, income-generating “Safe Money stocks in defensive sectors that are working best. Sometimes when...
In my stock market “atlas” piece from two weeks ago, I said the S&P 500 rally “could last for a little while longer and extend a bit further.” I also shared an upside target in the “mid-2,600s.”...
The major indices are going through a rough patch now, with stocks of all types getting beaten lower. As my old friend and market guru Charlie Belida used to say, “When the paddy wagon comes...
Orlando. Las Vegas. San Francisco. Dallas. I’ve been crisscrossing the country this year to meet with as many investors in person as I can. And later this week, I’m hitting the road again. ...
Is bigger better? When it comes to the business of bombs and bullets, it sure seems so. Two companies that are far from household names, L3 Technologies (LLL, Rated "B") and Harris Corp. (HRS,...
If you’re investing like you did during the long bull market run from March 2009 through January of this year, there’s no other way to say this: You’re doing it wrong! I keep seeing many people...
Maybe it’s because I’m an interest rate guy. A guy who focuses on what’s happening to the cost of money, as well as all the banks, brokers, insurers, and other financial companies that depend so...
You know what worries me more than anything? When I see market action that doesn’t “make sense” on the surface. Consider the following …   An esoteric, obscure interest rate market “risk”...
The more she talked, the angrier I got. And the angrier I got, the more I realized I had to do something. The setting was a recent group session where a handful of investment experts had...