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Successful investors have the ability to separate policy from politics – and to completely disregard the latter. Understanding the link from policy to profit is important because it affects both market activity and behavior and therefore prices, which then helps investors to either capitalize on, or hedge against, expected market trends. Healthcare is a great...
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Timing is one of the things that scares people away from taking control over their investment capital. The question of when to act – to buy, sell, or hold – paralyzes many because they don’t have guidelines that make action easy.  My method, for instance, takes the guesswork out of decision making by inserting triggers...
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The government reported an economic contraction of 34% in the 2nd quarter of 2020 and I’m not so sure how they came up with that. Using the U.S. Bureau of Economic Analysis’s (BEA) raw datasets the annualized change from Q1’s $19.0 trillion economy to a $17.2 trillion economy in Q2 calculates to a contraction of...
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The 2nd quarter is over and the economy is still far from where it was before Trump gave the order to shelter in place. In what was promised to be a short two week quarantine in March ended up destroying the entire 2nd quarter economy – numbers are due out in a couple of weeks....
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The last time a major correction was unfolding right before my eyes I was four years into writing the first edition of LOSE YOUR BROKER NOT YOUR MONEY. The first several drafts contained extensive analysis that forecasted the major correction that was developing as the housing-boom approached its predictable end. And then bang, it happened....
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Both are pretty scary in their own right but for me it’s the virus because I’m not a doctor or virologist and only know what’s in the news – and I know how unreliable that is. But what is happening in the financial markets was bound to happen, and quite frankly, long overdue. Those who...
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Success is a constant pursuit, not a moment in time – especially when it comes to investment. Those looking for overnight success are gamblers, who must rely on luck to win. And that is the riskiest approach to take with investment. The least risky tactic, therefore, is one that seeks success over a long period...
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Investment is more of a discipline than anything else. You must have rules and boundaries – and you must honor them, or else they don’t exist.  In my book I mention my rule not to invest in public equity stocks with prices less than $15. It’s a hard and fast standard, and something I just...
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It’s a shame that so many people still feel they can’t invest successfully on their own. They incorrectly believe that managing a portfolio is high finance and stock picking is rocket science. Those false perceptions are exacerbated by a common belief that investing demands too much time that involves constant attention and tinkering. So not...
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Ever since the Federal Reserve changed policy positions in late 2018 the markets have reflected the dysfunction in their rationale. Fed chairman Jerome Powell espouses that his policy decisions are “data dependent.” They look anything but. Notwithstanding the agita caused by stock and bond market volatility nothing – and I mean nothing – in the economic numbers warrant the Fed’s decision...
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A wonderful serenity has taken possession of my entire soul, like these sweet mornings of spring which I enjoy with my whole heart. I am alone, and feel the charm of existence in this spot, which was created for the bliss of