Author Archive: Jeremy Parkinson
Roth Or 401k, Which To Max Out First?
This is an excellent question: which to max out first, a 401k or a Roth IRA? The easy answer, max out both the 401K and the Roth IRA! You can’t go wrong saving and investing as much as you possibly can now. What if I can’t max out both my Roth IRA and 401K? In the […]
About Those Tariff Exemptions For Canada And Mexico …
I wrote a few days ago with some skepticism about the claim of a “national security” justification for President Trump’s steel and aluminium tariffs. When the tariffs were actually imposed, Trump decided to exempt Canada and Mexico. At a political level, the exemptions for Canada and Mexico make sense. As I mentioned in the earlier post, the US […]
Average Gasoline Prices For Week Ending March 12 – Little Changed
Average gasoline prices fell 0.2 cent this past week following the previous week’s 1.3 cent increase. Average prices by region and a breakdown by grade follow after “Read more….”. The average gasoline price (all grades, all formulations) in the USA remained $2.68 per gallon. From the same week one year ago, gas prices are up […]
What Money Flow Is Telling Us About The Stock Market
March is historically strong for the stock market, but many traders are worried that the highly volatile period of February will continue. We have seen some very choppy price movements on a daily basis, which is typical after such a heavy volatility run, but money flow is looking very strong. Here’s what I’m seeing in […]
Most US Jobs Added Since At Least 2000
Labor Force Participation Rate Even though I’ve already done two articles on Friday’s labor report, there’s still more to unpack. The ADP report showed 235,000 jobs added. For an apples to apples comparison with the BLS report, you look at the private payrolls. Month over month, the private payrolls were up 287,000. While both will be revised, […]
Goldilocks Vs. The Bears: Is She In The Room Or Out Of The Room?
Let’s investigate belief in Goldilocks vs belief in Bears. John Rubino at DollarCollapse says A Bull Market For The History Books — Bear Market To Follow Shortly. Why the current expansion/bull market has so long is open to debate. What’s undeniable, though, is the vast amount of malinvestment that has accumulated. The biggest example might be […]
Betting On Ripple To Challenge Bitcoin: Think Twice
Written by Crypto Guru In terms of market cap, Ripple occupies the second spot among all cryptos with an impression valuation of $128 billion. That valuation sits above that of Airbnb, Uber and Slack put together and we need to factor in a pocket change of $20 billion. Ripple was also the best performing all cryptocurrencies in 2017 […]
There’s Nowhere To Hide
One of the questions that was front and center headed into 2018 was whether diversification was going to be harder to come by in an environment where bonds, stocks and credit were the most simultaneously expensive they’ve been in damn near 100 years. While the stock-bond return correlation has been reliably negative for some two […]
CarMax, Inc: Why Mar Vista Investment Partners Loves This Stock
Mar Vista Investment Partners is a California-based investment management firm that recently published its Q4 investor letter (you can download a copy here). The investor discussed its investment thesis on two companies, XPO Logistics and CarMax, Inc (NYSE:KMX) in the letter. We’ve already covered Mar Vista’s thoughts on XPO Logistics. In this article we’re going to focus on Mar Vista’s comments about […]
