Treasury Bonds
It is safe to say that in our opinion, Long-Term Bonds be they Governments or Corporates are the most overvalued asset in the market place today. But what we find…
How the World’s Most Elite Growth Investors Pick Stocks
Investing can be extremely psychologically demanding. Not only are you up against the world’s best investors, but you’re also up against yourself. It’s easy to get caught making irrational decisions…
GDP Growth Isn’t the Same Thing as Economic Growth
To gain insight into the state of an economy, most financial experts and commentators rely on a statistic called the Gross Domestic Product (GDP). The GDP framework looks at the…
Options Expiration (10.18.19)
Standard monthly options will expire at the end of the week. We have 9 open positions that we would like to address. It is important to reiterate that when we…
Price Stability Is Overrated
We think inflation targeting a Keyensian form of price stability is poor economic policy for a number if reasons. (1) Price inflation results from our savings being worth less over…
U.S. Energy Use
There is a lot of talks these days about a so-called "Green New Deal." A close reading of the proposal shows that it has little to do with the environment…
Boeing (BA)
Boeing is a company that we like to like but a product and legal challenge are standing in our way. They have been a leader and innovator in commercial jet…
Turkey’s Debt Crisis is a Bigger Risk to the Eurozone than the PIGS
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Mapping the Major Bitcoin Forks
The emergence of Bitcoin took the world by storm through its simplicity and innovation. Yet, plenty of confusion remains around the term itself. The Bitcoin blockchain—not to be confused with…
The Week Ahead | 10/14/2019
Good Morning, I am sorry I have not added The Week Ahead for thepast couple of weeks. Working on technical issues that will allow faster data access. On My Mind…
More Netflix (NFLX)
Our readers know that we have had a firm position on Netflix. After a selloff and a little bounce, traders ask "now what?" This is a particularly important question as…
Will You Outlive Your Savings?
Saving for retirement is a challenging endevor. Market prices rise and fall and inflation flucturates. To keep up, we are all forced to speculate which we view as a bad…