A soft landing for both the economy and the strong dollar seems like a fantasy in these uncertain times. That’s why investors should look back to the 1970s for ideas on how to proceed. Consider the following: Andrew Brigden, chief economist at Fathom Consulting, found that 469 international economic downturns occurred between 1988 and 2020. … Continued
Let the buyer beware when the product is a college degree. Even the most prestigious institutions are offering credentials that will never pay for themselves. Gender studies majors: Caveat emptor. Dartmouth College, the No. 13-ranked national university by U.S. News & World Report, announced a seismic shift in tuition in June 2022. The school eliminated … Continued
Don’t look for high housing prices to tumble anytime soon. It’s not a bubble. The average price of single-family homes has increased for 40 consecutive quarters, and the Federal Reserve is hiking interest rates to curb inflation. It’s a combination that many fear will lead to a housing crisis. “Another housing bubble?” asks Fortune magazine.“We’re … Continued
Forget meme stocks and overcome the fear of missing out (FOMO). Come back to basics. Here are four time-tested investment strategies. As valuation compression continues for growth stocks in tech and communications, active investors should come back to four “boring” strategies to make real money. Market fundamentals might not matter much on the way up, … Continued
Finally, investors should pay close attention to the insider buying activity of CEOs and chief financial officers of biotech companies. This strategy underperformed during the last three years but had consistently succeeded in the previous two decades. The strategy is simple: Monitor the insider buying activity on SEC Form 4 data, buy the stock upon … Continued
Cathie Wood’s fascination with disruptive technology generated plenty of attention at the April FTX Salt Crypto Bahamas conference. But the central question raised in the April Luckbox analysis of Wood’s ARK Innovation exchange-traded funds remains unanswered: If executives aren’t buying stock in the companies they run … why is she? (See Garrett Baldwin’s full analysis … Continued
Lack of capital is preventing the petroleum industry from satisfying the public’s desire for abundant oil and natural gas President Joe Biden’s administration and the cable news talking heads blame $115 per barrel of oil and $5 a gallon of gas on a panoply of causes that include the reopening of the economy, the Russian … Continued
Some politicos blame greed for soaring prices at the pump, but petroleum industry analysts search for a deeper cause American consumers are paying a lot more than usual for gasoline, but economists don’t lay the blame onprice gouging. The market is driving up prices because D.C. politicos banned crude oil imports from Russia—the third-largest oil producing … Continued
Fund manager Cathie Wood says her portfolio will produce a 40% compound annual growth rate over the next five years. Market history and executive insiders suggest otherwise.
When executives buy and sell their company’s stock, that’s a consistently reliable indicator of future prices. Recently, insider activity signaled a market bottom—at least before Vladimir Putin and the Fed arrived. ake notice when C-level execs acquire or unload stock in their companies. They may be telling investors something about the direction prices will soon … Continued
