Investing and Analysis

I Wouldn’t Look for Oil to Move Too Much Lower

One of the big stories in the investment world over the last week or so has been the sharp decline in oil prices. The commodity has seen prices fall for 12 straight days and that is longest losing streak ever. There is also a weekly losing streak of six straight weeks, but that isn’t a record. While the financial news ...

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Don’t Get Too Excited About the Post-Midterm Jump

The overall market jumped sharply higher on Wednesday after the results of the midterm election results were known. Some analysts were speculating that the jump was due to the Republicans retaining control of the Senate while others were speculating it is because the Democrats took control of the House. Personally, I think the reason for the big jump was simply ...

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S&P 500 Earnings Report Card: Mid-Season Results

We are just over halfway through the third quarter earnings season and, as is always the case, there have been positive and negative surprises. But overall, how are companies doing? Through October 30, 279 members of the S&P 500 had reported. Of those reporting, 77% had beaten their EPS estimates, 9% had matched, and 14% had missed. The 77% beating ...

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Corporate Bonds are becoming harder to come by

Individuals have debt cycles that coincide with macroeconomic issues and monetary policy. While these are the drivers, the average American really only focuses or knows one thing; interest rates. Life choices are made more difficult as rates rise. That new car or house that was on the horizon has become more difficult to afford. This premise is also true in ...

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Warren Buffett and Berkshire Hathaway move into Fintech

The “Oracle of Omaha” who made his fortune from the ideology of Graham and Dodd, is moving past Coca-Cola, Bank of America and Kraft Heinz to fintech investments made by his two lieutenants, Todd Combs and Ted Weschler. If you are interested, Berkshire Hathaway’s latest 13F filing with the SEC for Q2 2018 looks as follows. Berkshire has invested about ...

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The Future of Bitcoin Futures

The mad frenzy that was Bitcoin at the turn of the calendar year has not evolved quite as expected. The cryptocurrency enthusiasts sat glued to their computer screens anticipating the start of trading on the Chicago Board of Options Exchange (Cboe) at 5:00 o’clock central on December 10th. This was the climax of nirvana pursuant to the Cboe’s statement in ...

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A Common Sense, Unemotional Approach to Asset Allocation that Can Help Protect Your Portfolio

In the movie Wall Street, the iconic character of Gordo Gekko told a young Bud Fox, “Don’t get emotional about stocks.” While the movie is fictional and Gekko was using inside information, there is tremendous value in the advice he gave. Don’t get emotional about stocks. After the huge selloff on Wednesday, many investors are probably feeling rather emotional about ...

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