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Archives by Year:
E Why We Sold Nike
Nike (NKE) is often referred to as a quintessential buy and hold. However, we recently sold a sizable portion of our position in the stock for the BAD BEAT Investing portfolio. The reason we sold the name is not because we do not believe in the company, or that we disagree with the buy and […]
Ontology (ONT) Leads Market Rallies – Correction Coming Up?
We saw a relative rebound across the crypto market on Tuesday, but one coin took the surge to another level. I’m talking about Ontology, ranking 21st by market cap, which saw over 29% gains. Ontology was launched by a Chinese company, OnChain, last year. It’s been focusing on a wide range of projects, providing new […]
Tariff Tough Talk
International trade policy shouldn’t be headline news. We just need stability, so everyone can conduct business—but that’s not where we are. Trade and tariffs are all over the news because President Trump is going after China. This vexes financial markets, which want minimal trade barriers. Regular readers know I’m not a Trump fan… but on […]
Milton Friedman: The Way We Talk About Trade Confuses The Issue
Once again, the “mercantilist-in-chief” demonstrates his uninformed and “upside-down” thinking about trade and trade deficits. We’ve heard for years now from Donald Trump about how China has perpetrated one of the “greatest thefts in the history of the world” when it comes to trade with the U.S. His latest Tweets today (above) claim that: a)”We […]
Bitcoin Price Could Drop Another 50%: Cryptocurrency Bubble Popping Won’t End Well
Bitcoin Price Setting Up to Disappoint the Bulls Bitcoin was the hot topic a few months ago. No matter where you looked or who you talked to, the cryptocurrency was getting a lot of attention. In the midst of this, there were a lot of calls for the Bitcoin price to go much higher. We […]
Understanding Bond And Preferred Stock Yields
We have written often about bonds and, also about preferred stocks as conservative income-generating investments. Many investors will want to have some money committed to either or both of these vehicles. When considering any fixed-income type investment, of course, one of the main considerations is the return expected from it. The net returns on these […]
Tariffs Won’t Kill The Market; The Fed Will
“Always tell the truth.” In addition to being number eight on the Top 10 list of things we should always do, being truthful is just a great way to avoid trouble in life. You never have to remember what lie you told to whom, and you never have to make up more lies to cover […]
Weather Struggling To Save Natural Gas
Natural gas prices ground into the lower end of their recent trading range today, with the May contract settling down a bit less than 1.5% on the day. This came even as we saw GWDD forecasts tick up slightly overnight, and medium-range GWDDs may even briefly set a new record going back to 1981 (from […]
Time To Safeguard Global Free Trade
For a year, President Trump has promoted global division and trade friction, while China has defended global trade and cooperation. It is time to defend the open, global economy. If President Xi Jinping’s speech was highly anticipated in the Boao Forum, it was even more eagerly waited in Washington and Wall Street, as trade tensions […]
More Hidden Consolidation
Yesterday the market had a lot of travel or range. It ran up, and then fell back. Today the stock indexes gapped higher and held their higher open. If you’re looking at the day-to-day point gains and losses in the indexes, you may be thinking that this market is too ‘crazy’ and volatile to trade. […]
