Latest Insights on CAMP
2 Huge Economic Problems That Are Hidden in the Data There’s one sector that’s got some great-looking data, but that’s really just masking an even bigger problem…
Stock Buybacks Keep Managers From Destroying Wealth
April 17, 2018 Economy
Several weeks ago, I concluded that rewarding shareholders with buybacks and dividends is the best choice. Now, I want to explain why the other choices both destroy wealth._ Amazon Can Only Be Stopped By This 1 Threat
April 6, 2018 Investing, Investment Opportunities
President Donald Trump has attacked Amazon from multiple angles: what it pays in state and local taxes, its U.S. Postal Service deal and antitrust allegations. Oracle’s Earnings Miss Provides a Flashback Moment
March 29, 2018 Stocks
Last week, I had a flashback moment. I flashed back to October 3, 2000. To most of you, that date probably means nothing, but let me explain. The Fed Is Set to Repeat Errors of the 1930s
March 7, 2018 U.S. Economy
Tariffs are back in the news. But policy makers at the Fed seem to be out of touch and set to repeat mistakes like those seen in the 1930s.