Positioning Recommendations – March 11th, 2022

There are times when it’s relatively easy to be an investor.  This is definitely not one of them! For years,…

Read Article
Why China Will Not Save Russia

Not long before Russia invaded Ukraine, Xi Jinping and Vladimir Putin met in Beijing and declared the friendship between their…

Read Article
T
The Sting

1image {“align”:”right”,”id”:12507,”width”:236,”height”:132,”sizeSlug”:”large”,”linkDestination”:”custom”} –> You asked for it, you got it!     In this case, that old Toyota tagline doesn’t apply to…

Read Article
Positioning Recommendations – March 4th, 2022

Will the nightmares ever stop?  After two years of coping with a global pandemic, humanity is now faced with images…

Read Article
The Semi Shortage Faces New Headwinds

Semiconductors have been described as “the brains of modern electronics.” The small but powerful chips are a critical component to…

Read Article
Is the Buyback Bubble Ready to Burst?

1image {“align”:”right”,”id”:12474,”width”:180,”height”:100,”sizeSlug”:”large”,”linkDestination”:”custom”} –> This introduction to the latest chapter of Bubble 3.0 gives me the opportunity to highlight one of…

Read Article
Positioning Recommendations – February 25th, 2022

The tanks roll, oil rolls over, and tech roars back! This is not exactly what a rational investor would have expected…

Read Article
Putin on the Blitz  

1image {“align”:”right”,”id”:12457,”width”:171,”height”:95,”sizeSlug”:”large”,”linkDestination”:”custom”} –> Let me be the first to admit, the full-on invasion of the Ukraine is not what I…

Read Article
Planning for Medical Costs in Retirement

Healthcare continues to be one of the largest expenses in retirement. While many other types of expenses tend to fall…

Read Article
Positioning Recommendations – February 18th, 2022

Another week, another tech wreck.  For growth investors, the echoes with 2000 are becoming deafening.  Battered high P/E stocks, which…

Read Article