Preview Mode Links will not work in preview mode

Aug 29, 2019

The stock market valuation is high and based on estimates of accelerating growth. What if that growth doesn't manifest? Maybe it will, as contrarian sentiment data just got more positive for the markets. Today we pull this all together and look at the fallout from opioid litigation.

Aug 27, 2019

Simon notes the stock market is not the economy and the economy is not the stock market, but that there are some important business cycle signals to monitor. He drills down specifically on the relevance of the currently inverted yield curve. Simon also highlights the case for Berkshire Hathaway and TJX Companies as...

Aug 21, 2019

The market's about 3% off its all-time high and people are acting like we've entered bear territory. Why does it feel worse this time? The market's gone sideways for 2 months, why does it feel like it's way off? Lets talk about perspective and also examine the results from Cisco and how that reflects on the overall market.

Aug 21, 2019

1) Diversify your investment holdings 2) Have enough cash 3) Diversify your accounts across tax-treatments 4) Know WHY you're investing the way you're investing 5) Rebalance Regularly 6) Think Long Term 7) Delegate 8) Talk to specialists 9) Have the right insurance policies to address the right risks 10)Know where and...

Aug 21, 2019

Simon examines what has changed and has not amid the significant pick up in market volatility. He discusses the outlook for the U.S. consumer, interest rates, the yield curve, valuations and earnings expectations. Simon also talks about how important dividends are in a low yield environment. He also updates the case for...