Latest Insights on XPER
Simmer-Down Sunday: Something Taxing This Way Comes January 9, 2022 Great Stuff
The Taxman Cometh Let me tell you how 2022 will be! One meme for you, nineteen for me? Pssh, let’s not get meme-greedy now. This is Great Stuff — y’all know there are enough memes to go around! And around, and around, and around… Besides, I’m not the taxman … just a messenger. And I […]
Where Is Charles Investing His Own Money in 2022? (3-minute read) Charles is personally investing a small percentage of his portfolio into this special class of stocks… 
Electrify Your Portfolio With This EV Play January 8, 2022 Investment Opportunities, Technology, Winning Investor Daily
While there’s plenty of opportunities in electric vehicles, there’s another angle.
The EV Boom Is Already Here January 7, 2022 Technology, Winning Investor Daily
Steve Fernandez and I discuss what we think is going to happen to the EV industry over the next several years.
The Fed’s Great Switcheroo January 7, 2022 Big Picture. Big Profits., Education, U.S. Economy
The narrative around the Fed’s increasingly hawkish stance is that it’s reacting to consumer price inflation. That’s part of it, but I’m convinced Powell & Co. are playing at a much bigger game. Ever since the great financial crisis, asset markets have become unhealthily dependent on easy money. Besides exacerbating inequality, artificially inflated asset markets are prone to bubbles and bust. That’s why the most incisive market watchers have been saying for a long time that the Fed’s biggest challenge is to end this dependency once and for all. If that’s what the Fed is doing, how’s it going to affect markets? More importantly, which assets will suffer, and which will prosper?MEET OUR EXPERTS
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