Everyone is a “long-term investor”… until a stock heads south. Then things get tricky. Does that mean you should buy more shares at the lower price? Sell the whole position? Or just sit there and stew on it? When faced with a drawdown in a stock they own, investors are more likely to sell their …
The price of everything is up these days… except for energy. Based on the monthly data, the global price of Brent crude oil was around $79 per barrel in January. It was still around that level last month. Overall, the global price of Brent crude has fallen 6% from where it was back in January …
“No tenants or toilets” is a popular selling point for real estate investment trusts (“REITs”)… After all, the original REIT was created so that ordinary folks could own real estate – without having to do the dirty work. Put simply, these companies own or operate different types of real estate. So by investing in one, …
These days, the housing market isn’t working for anyone… If you’re a buyer, it’s an impossible situation. Home prices are at all-time highs. And affordability is near an all-time time low. If you’re a seller, there’s a market… but it’s slow. If you sell, then there’s the question of where you go next. You also …
Suddenly, utilities are darlings of the market… It all started with a “growth in demand” story. Everything is increasingly going electric – especially cars. That means a step up in electricity demand. Then the AI and cryptocurrency bandwagon rolled into town. These technologies need huge data centers that suck up massive amounts of power. That …
Utilities Are Still More of a ‘Safety’ Story Than a ‘Growth’ One Read More »
Market rotations are always full of surprises… And a recent one in July didn’t disappoint. The “Magnificent Seven” mega-caps lost some of their altitude. Value stocks outperformed growth ones, while small caps outperformed large caps. And for the first time in a long time, expectations toward inflation cooled. Interest-sensitive stocks popped. The biggest gainers for …
The Doomsday Clock is 90 seconds from midnight… Going back to its creation in 1947, we’ve never been this close to Armageddon. The Doomsday Clock came from many of the same scientists who created the first atomic bomb. They wanted to show the world how close we were to destroying ourselves. The scientists chose a …
Among villains, private equity has few equals… Its critics say it’s responsible for more than 20,000 deaths in nursing homes. They also blame it for the loss of over 600,000 jobs in retail. Health care wants it out of its business. And the NBA, the NFL, and professional sports can’t make up their minds about …
Government agencies that people admire are few and far between. But there’s one standout – the Federal Deposit Insurance Corporation (“FDIC”). Since 1933, the FDIC has served as a stabilizing force in the U.S. banking system. For each insured bank, it provides deposit insurance covering $250,000 per depositor, per ownership category. Put simply, the FDIC …
A ‘Disruptor’ Story That Didn’t End Well for Regular Folks Read More »
Folks, we’re getting a new and powerful signal from the market… It’s the kind of signal that’s worth looking into. You see, the insurance industry has been great these days. That’s because of three things…. It’s a seller’s market for insurance… The industry is getting a huge windfall from higher interest rates… And it’s facing …
The Power Gauge Sees Upside Ahead for Insurance Stocks Read More »
