Every once in a while I cite the DALBAR studies, or other indicators and reports that can serve as reminders that each of us is his own worst enemy in the market — and there was another such release of data this week. Vanguard looked at the small subset of its investors who were active […]
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The plan for today? Figure out what other name might be associated with Nikola Tesla, and use it as the name for a new-age company. Venture funding should flow without regard to merit, and you might just be able to go straight to an IPO and buy that private island. Nikola (NKLA) is taken, thanks […]
We’re used to seeing biotech stocks surge because of the results of a clinical trial… but it’s quite crazy to see the whole market pinning its hopes on a clinical trial. Gilead’s (GILD) Remdisivir had some weak results leak last week and that helped inspire the market selloff (“Oh no, we won’t get a drug […]
Here’s my soothsaying bit for this week, which you should feel free to ignore — like everyone else who’s predicting the future, I’m probably going to be wrong. I don’t think, even now, that we’re pricing in even the bad news that is already almost certain this year… or if we are, we’re pricing in […]
So… what’s happening this week? I have a few updates on Real Money Portfolio investments, including some updates following earnings releases this week and some notes about my hedge position, as well as some thoughts on a few insurance companies that are catching my eye and making their way onto the watchlist… and I also […]
It turned out to be blockchain week here at Stock Gumshoe, with the massive wave of bitcoin-related teasers hitting my inbox, so I should update you on that… The tiny fragment of cryptocurrencies that I still had in my wallets after selling essentially all of those positions in September has once again grown from a […]
Well, we finish out the week with yet another dramatic performance from the market-dominating tech stocks. Alphabet (GOOG) did better than expected and popped a bit, climbing further through the day, almost as much as the gains Microsoft (MSFT) made on a more dramatic ‘beat’ of expectations (though analysts have always been better at estimating […]
Odd rolls of the dice here at Gumshoe HQ have led to three different Cabot teaser pitches being covered in a relatively short period of time… this one is an insurance stock, and it has generated quite a few questions from the “teaser article” Cabot sent around saying this secret, unnamed stock is the one […]
Weekly escalations in nuclear threats, record-breaking hurricanes… what is it going to take to shake investor sentiment for more than 24 hours? The S&P 500 is ending the week only down about a third of one percent, gold is up less than 2%, this is a market that is reacting to headlines pretty quickly… but […]
We’re all growing more and more immune to hyperbole, I hope, but the combination of hype-filled newsletter pitches, shallow commentary from attention whores on CNBC, and clickbait headlines is enough to put you off investing in the market at all… how many times can you hear words like “collapse” and “beaten down” and “nightmare” applied […]
Each year I go through all of the stocks that I either own personally or have brought to the attention of the Irregulars (there’s quite a bit of overlap on those lists), and I make sure to update my thoughts and opinion on that stock in an organized and, hopefully, disciplined way — that helps […]
Almost exactly a year ago I suggested a few different insurance-related stocks to the Irregulars in an “Idea of the Month” piece, including Lancashire (LRE.L, LCSHF), Axis Capital (AXS), and Fosun Holdings (656.HK, FOSUF OTC in the US, or FOSUY for the 1:25 ADR OTC)… Lancashire I’ve owned for quite a while, but I’ve never […]
I haven’t looked at the Capital Wave Forecast stuff from Shah Gilani in quite a while, so the latest teaser pitch from him and the Money Map folks caught my eye — particularly because he’s touting big moves in specific large-cap “blue chip” type stocks, which is pretty rare in newsletterdom (it’s a lot easier […]
All of you, dear Irregulars, know that Stock Gumshoe is not a “tip sheet,” and I don’t operate a portfolio for other people to emulate or copy, or even attempt to track the stocks we cover as if they were a portfolio of buys and sells with consistent trading advice… but I do keep a […]
I have several companies I want to take a look at for you this month, since I’ve been reading a lot of insurance industry stuff lately and thinking about my approach to investing in insurance stocks, but first I’ve got a couple stocks folks have asked me to update my thoughts on… I’ll try to […]
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