Post Archive

The Secret Buyer Propping Up The Stock Market

When times are good, they are really good! But why is this? As companies are experiencing record growth in earnings and profits, they are taking a significant portion of that profit and buying shares in their own companies. This is known as corporate buybacks, or as Goldman Sachs calls it, ‘the buyback bonanza.’ But why…

Read More

COVID Changes Everything About Inflation Expectations

This article was originally published on Forbes on December 2, 2020.   The US Government has been spending and printing a lot of money to help stabilize the economy during this tumultuous 2020. As such, several of my clients are once again raising their concerns about inflation. Most of these worried clients fit into a…

Read More

The Biden Trade Just Became Irrelevant

This article was originally published on Forbes on November 12, 2020.   When a new president gets elected, and especially when it’s a close race that results in a change of party, the first few weeks post-election often show which sectors might excel under the new administration. Deemed by many investors the “Trump Trade” four…

Read More

6 Things to Look for in Obama’s Speech

I’ll be watching the President’s speech instead of the opening night NFL game and listening for several key factors.  In order to decipher the various proposals, I encourage you to judge whether they meet the following criteria: 1.  Jobs.  If you were leading a major corporation, does the proposed solution either entice you to hire, or…

Read More

Buffett is No Bernanke

It was reported this morning that Warren Buffet’s Berkshire Hathaway is investing $5 billion in one of the worst-performing stocks of the year, Bank of America.  With the news, and the vote of confidence from one of our country’s best investors, the markets opened up over 1%, with most financials leading the charge.  However, the…

Read More