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Profit From Wall Street’s Consumer “Disconnect”
December 19, 2018 Investing
After the recent stock market sell-off, the gap between Main Street and Wall Street has never been more exposed than now. The pundits on the cable channels are screaming for interest rate relief from Jay Powell’s Federal Reserve. And regular folks’ reaction to the market carnage? Meh. For instance, the University of Michigan’s November survey […] This Is 2018’s Market Narrative of the Year
December 14, 2018 Global Economy
The narrative is the main idea that guides how we think about the markets. And how we think about the markets is equal to how we invest. 5 More Signs There Isn’t a Recession Ahead
December 11, 2018 U.S. Economy
Over the past few weeks, I’ve explained my position that there will not be a recession in 2019. This time, I’m coming at it from the real estate market. Is Microsoft the Next $1 Trillion Company?
December 5, 2018 Investment Opportunities
Microsoft is thriving to such a degree that it briefly overtook Apple as the largest U.S. company by market capitalization last week. General Electric Will Rise Again — Here’s Why
December 5, 2018 Investment Opportunities
It seems like there’s plenty of growth left for an aggressive, slimmed-down General Electric to take its share of the market in coming years.