You’ve already heard quite a bit from me this week, since I shared the latest buy news from the $100K Lock Box portfolio yesterday… but I’ve still got a few things to share with you to close out the week… including one more add-on buy. We’ve got news from a few of our Real Money […]
Almost no professional stock picker or forecaster was expecting that 2023 would be a boom year for the stock market, and I don’t imagine that many folks were predicting that February of 2024 would be the best February for the markets in a decade, but still, we crave predictions. People are endearingly ridiculous, and markets […]
I’m on vacation this week, but still have a few thoughts to share on some of the earnings reports and other news items that we’ve seen since last Friday… I’ll try to keep it quick, and there are still plenty of earnings updates and news items I haven’t caught up on, so we have something […]
Inflation may not change that quickly, but inflation expectations can change very abruptly — like this week, when a hotter-than-expected CPI number finally pushed the market over the edge and convinced investors to stop expecting a rate cut in March, or five+ rate cuts this year. That relatively small shift in sentiment, with the market […]
We’ve got a couple trades this week in the Real Money Portfolio, as well as some updated thoughts on portfolio companies who reported recently, so let’s just skip the jibber-jabber about the S&P 500 hitting a new round number (closing above 5,000 for the first time) and get into the details. Brookfield Asset Management (BAM) […]
OK, so my Detroit Lions aren’t going to win the Super Bowl this year, thanks to that teeth-gnashing final loss last weekend. But it was a heckuva ride, my son and I had a great time and built some great memories watching the season and going to a playoff game in Detroit, and it’s been […]
Sheesh, Netflix (NFLX) reports a great quarter, enthusiasm for AI remains high, and we get new record highs for almost everything again this week. Things were especially lusty for most of the big tech names, including AI darling NVIDIA (NVDA) and Alphabet (GOOGL) in our portfolio, but also Microsoft (MSFT), which just bumped up against […]
Sounds like the name of the world’s strangest law firm, right? Car accident? Call Dino, Berk, McCormick & Acacia, justice will be served and we’ll make you rich! Maybe not. But those are the things that caught my eye this week — that’s Dino Polska, some more mild updates on Berkshire Hathaway, a slouching dividend […]
I’m getting this Friday File out to you a little earlier than usual, because I’m bringing one of my kids to Detroit for the first Lions home playoff game in 30 years (well, I’m trying to bring him, at least… crossing my fingers that the weather allows planes to land in Detroit tomorrow). The city […]
January… ’tis the season for forecasting, and for planning… which means it’s the best time of the year to pretend you know what’s going to happen. Or better yet, to argue with other people on CNBC about what you’re sure is going to happen. And that means we should note, if for no other reason […]
Every year we highlight the “Turkey of the Year” at Thanksgiving time, calling attention to the worst performing teaser stock picks of the previous twelve months… so it only seems fair to highlight the best picks, too, and that’s what this time of year is all about… between Christmas and New Year’s Day, when Stock […]
While Teeka Tiwari and Nomi Prins and the rest of the chattering marketers were trying to panic us about how the Federal Reserve and President Biden would be itching to “recall” our US Dollars and take all our money and remove financial privacy on December 13, it turns out that the Fed was actually quietly […]
As a reminder that we should always be humble, and always realize that a high degree of certainty invites the laughter of the crowd… how about that NVIDIA quarter last week? I didn’t know whether NVIDIA would offer up another “beat and raise” update, with optimistic talk about the market for their high-end data center […]
Happy Days are here again! Inflation is over! Woohoo! Or maybe not… but for the moment, at least, animal spirits are back, we’ve had three good weeks in a row for the broad stock market averages, coming out of the interest-rate panic that crested in October, and now everyone’s looking for a “Santa Claus Rally” […]
We had a couple quarter updates come through on Thursday evening last week, too late to make it into the Friday File… so I thought I’d take a look at those quickly and see if they change our thinking at all. Three companies to check on today, one of which ends up being an add-on […]
I’m finishing this Friday File up on Thursday afternoon, since Stock Gumshoe will be closed for Veterans Day (observed) tomorrow, and I’ll be traveling, which means I’m not going to be able to share my thoughts on a few key earnings reports that will be coming after the close today — particularly of interest to […]
Six months ago, I don’t know if anyone would have believed that we could have a seriously weak Apple (AAPL) quarter, continuing to demonstrate their failure to grow as China challenges continue and the latest iPhone fails to excite customers… but that the stock market would have one of its best weeks of the year, […]
Let’s start with insurance, because I love nothing more than putting everyone to sleep at the end of a long week… Kidding! These are the companies that actually often get me excited, running through numbers in my head as I try to fall asleep at night — not many business models offer better long-term returns […]
What’s going on these days? It feels like the world is on fire, and that the divisions encouraged by extremist entrepreneurial politicians around the world are pouring gasoline on every spark, helped by “curated” and targeted social media and “news” sources that destroy even any common understanding of what’s factual and inflate opinion and perspective […]
Talk of the real estate and corporate debt apocalypse continues, as rates remain high and investors begin to believe that they will remain “higher for longer,” and the lagging impact of that on some types of investments continues to hit the markets — especially with REITs and utilities and other very interest rate-sensitive businesses. There’s […]
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