Latest Insights on PATH
A Dozen Years of Coming Up Short March 23, 2022 Investing, Real Talk, Stocks (4-minute read) Charles shares how his Aunt Molly's secret to beating 85% of U.S. large-cap stock-picking mutual funds...
This House Is On Fire, Berkshire’s Big Bet & Getting Sentimental March 21, 2022 Great Stuff Safe As Houses? Great Ones, it’s time to talk about houses again. Do we really have to? Yes. Yes, we do … and I don’t like it any more than you do. You see, there was a report on February U.S. existing home sales on Friday that literally got buried under a landslide of Russia/Ukraine […]
Software Stocks Are Headed for a Huge Rebound March 18, 2022 Investment Opportunities, Technology, Winning Investor Daily Software stocks were beating the market every year … until now. Here’s why I’m bullish on this industry.
Online Spending Will Top $1 Trillion This Year March 17, 2022 U.S. Economy, Winning Investor Daily Online spending’s growth is partly due to the pandemic. But the shift toward e-commerce isn’t slowing down.
Powell’s Fed Flirts With Recession March 16, 2022 Big Picture. Big Profits., Economy, Trading Strategies In the first Matrix movie (1999 vintage), a black cat crossing a hallway triggers a case of déjà vu for Neo. It was a sign that something was amiss … and that things were about to go downhill fast. Now I’m having my own episode of déjà vu … and maybe you are too. Because it all sounds too familiar. COVID striking the heart of a key industrial hub in China. The Chinese government locking down millions of citizens to prevent the spread even further. The cascade effect goes on to wreak havoc on supply chains, disrupting key ports and shipping activity. That’s not a recap of 2020 … that’s the latest news from this Sunday.





