Guess Which Stock Has An Extraordinary MOAT?
Here is an interesting twist on the concept of “economic moat”[1]. Government privatization actions usually lead to some form of “de jure monopoly”[2], …
Read MoreHere is an interesting twist on the concept of “economic moat”[1]. Government privatization actions usually lead to some form of “de jure monopoly”[2], …
Read MoreI must start with a “full disclosure” caveat. “Horror” is a very subjective term. What Jack or Harold might consider a “horror movie” could …
Read MoreIn my October 7th newsletter, I covered the cyclical tendencies of the overall markets. This time I focused on DIA, the ETF that tracks the Dow Jones …
Read MoreThere are some people who can't give you a simple explanation to save their life. You just glanced over at your bookcase, didn't you, so you know what I mean. …
Read MoreSince we just completed the third quarter of 2013, it could be telling to review which ETF’s have performed the best thus far year-to-date (as of very early …
Read MoreYou have seen us often reiterate the importance of a holistic approach to investing, because investing involves far too many dimensions and variables for any …
Read MoreIn Friday's newsletter I highlighted the cyclical nature of the S&P 500 and how it may be heading towards another short-term cycle low. The recent cycles are …
Read MoreWithin this space during past months, we have frequently alluded to the importance of: 1) sound asset allocation; and 2) disciplined risk management. The …
Read MoreThose of you who regularly consume financial media reports (print, TV/Radio, and/or Internet) have become extremely familiar with a basic axiom inherent within …
Read MoreOn Monday, September 23, something we hear about at least five days a week will be moving through a rather rare and very significant change. By that date, the …
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