Newsletters2025-01-04T07:54:08-05:00

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Do You Have An Advantage Over Wall Street?

March 3, 2021 | In Peter Lynch’s book One Up On Wall Street, he talks about “how to use what you already know to make money in the market”. There are three pieces to the title and subtitle of this book.

Current Market Conditions and Investing in China

October 6, 2020 | Given the extremely low interest rate, the rise of China, and an expected 6% return, it is worth looking into the Chinese stock market. Charlie Munger has been vocal about how US investors missed out on the Chinese stock market.

Current Market Conditions and Currencies

May 12, 2020 | Today, I’m sticking my neck out and providing my thoughts on what I think will happen in the next decade. However, I want to go about it differently.

Navigating the Markets During and After COVID-19

April 23, 2020 | The navigation of these waters will be extremely difficult for people participating in financial markets.This is because their performance is highly dependent upon the decisions of policymakers.

Current Market Conditions and Coronavirus

March 12, 2020 | As you’re looking at your portfolio and your watchlist, consider if the coronavirus impacts the intrinsic value of the stock in question. In the short term, the answer is most likely “yes.” But let’s consider the long-term impact of the coronavirus.

Current Market Conditions and Is Cash Trash?

February 1, 2020 | This might surprise you. Why shouldn’t we have plenty of cash in our portfolio? Everywhere I go, I hear people talking about preparing for the stock market to crash.

Gaming The Fed

January 11, 2024 | We have some snake oil to sell you if this news comes as a surprise — an emergency program set up early last year to contain a regional banking panic is now being exploited as easy money by big banks.

Boeing’s Nightmare

January 10, 2024 | You’ve probably heard about more quality-control trouble at Boeing. The latest issue from last weekend: a harrowing malfunction at 16,000 feet, when a door panel sheared off a new 737 Max 9 airliner. 

Farmland Financialization

January 09, 2024 | China has officially dethroned Japan as the world’s top car exporter — with an assist from Russia. 

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