In investing, being well-diversified means always having to say I’m sorry. That’s because, in a diversified portfolio of investments, some of your investment will almost always be down in value. At least relative to your other investments. Of course, the hope is that at the same time, while some of your investments may be down, some […]

Hedge fund trades have just been made public for the last quarter with the release of 13F forms filed with the SEC. It should be noted that fund managers are only required to submit these 13F forms to the SEC 45 days after the end of the last quarter. That means by the time the […]

I am rushing this to you ahead of publication schedule as the message is both urgent and important.  The great risk to the world’s economic system is that of a credit contraction.  Western and Asian economies are ill, equipped to absorb economic shocks as a result of their level of debt saturation.  No one knows where […]

I have been a leading proponent that self-driving vehicles, especially trucks, will be here sooner than most think. My estimate for long-haul trucks taking over is 2021-2022 or so. Widespread adoption of self-driving cars will be slower. Many of my readers think that 2021-2022 is impossible. However, some recent studies claim I am far too pessimistic in my […]

After the Justice Department joined a lawsuit seeking over $1B from health insurer UnitedHealth (UNH) yesterday and the company’s stock fell in the wake of the news, two research firms recommended buying the stock on the pullback. BACKGROUND: The whistle blower lawsuit joined by the Department of Justice yesterday alleges that UnitedHealth knowingly overcharged the […]