My life as an investment professional was very different a few decades ago – before the machines won on Wall Street… Every Monday, the portfolio managers and analysts would gather in the conference room – usually at 10 a.m. – for the investment committee meeting. Our team managed billions of mutual-fund dollars. And our mentor, …
Editor’s note: The markets and our Chaikin Analytics offices will be closed Monday, January 17, to commemorate Martin Luther King Jr. Day. Because of that, we won’t publish the Chaikin PowerFeed e-letter. Look for your next issue on Tuesday, January 18. We’re all human… We all make mistakes. But that doesn’t mean we should accept …
A big difference exists between being wrong… and understanding why you’re wrong. Consider the case of “Larry Smith”… That’s a fake name for a real person with whom I’ve crossed swords over the years on a well-known, investment-focused website. It all started back in December 2011… Larry stated his case for short-selling Amazon (AMZN) in …
Market pundits fixate on round numbers and milestones… I remember “Dow 10,000″… then “Dow 20,000.” The index is well above 30,000 these days… And it could hit 40,000 as soon as this year. Imagine that… “Dow 40,000.” It’s the same story with individual stocks… Pundits love to talk about share prices. They debate when a …
If you’re searching for high yields, you’re bound to look into real estate investment trusts… Historically, they’ve offered some of the most attractive yields in the market. But as we learned in our “prudent yield hog” series a month ago, it’s naïve to just chase high-yielding stocks without doing a little bit of additional work. …
This Stock’s High Yield Is Less Risky Than It First Appears Read More »
A travesty is playing out in the investing world right now… “Safe havens” are disappearing. U.S. Treasury bonds and gold are the most notable safe havens. For decades, investors could park their money in these assets… And they could often make modest gains with relatively low risk. This blueprint worked perfectly for retirees… That’s because …
What the Death of ‘Safe Havens’ Means for the Market Read More »
Defying convention makes for great fiction… Legendary playwright William Shakespeare’s Romeo and Juliet is about a pair of young lovers who do just that. They go against their two families’ wishes and fall in love. In the end, Shakespeare’s masterpiece became one of the greatest pieces of fiction ever written… And 425 years later, it’s …
You’ve probably never heard of liability-driven investing – or the “bucket strategy”… But importantly, it was the strategy I used over my 25 years working for some of Wall Street’s biggest names. And it’s not only for the big money… You can do it, too! In fact, I believe the bucket strategy is the best …
You’re Going to Need a Few ‘Buckets’ in Retirement Read More »
This scenario plays out over and over again… A crisis occurs… The facts on the ground change… Things start looking up… And yet, the media keeps beating on the “fear” drum for many more months – or perhaps even years. You might remember the “double-dip recession” narrative from the 2008 housing crisis, for example. Cable-news …
Folks, we’re on the cusp of a major reshuffling in the stock market… The Federal Reserve announced last month that it plans to stop its bond purchases in March. After that, the central bank expects to raise interest rates – perhaps as many as three times in 2022. In other words… the cost of borrowing …
