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Current Market Conditions and Asset Allocation
November 19, 2019 | With the stock market at an all-time high and returning 24.5% so far this year, I wanted to bring up a question that I’ve been asked multiple times over the years: Should my portfolio ever be 100% allocated in the stock market?
Current Market Conditions and Value Investing
October 7, 2019 | I can’t say I’m surprised to read the skeptic view on value investing given it just had its 6th worst drawdown ever. However, something odd happened 4 weeks ago.
Current Market Conditions and Gold
August 14, 2019 | What a market it has been the last few weeks! With the trade war raging on, the mixed signals from the FED, and the price of gold soaring, watching the financial markets almost felt like watching a sports event.
Current Market Conditions and Valuing Big Tech
July 17, 2019 | Back then, I pitched Micron Technologies and Alibaba which are two companies I’m currently invested in. I’ve also talked about them on the show. Since then, I’ve received a lot of feedback on both picks...
Current Market Conditions and The Trade War with China
June 10, 2019 | With the trade war escalating, the stock market has taken a severe hit. One way to handle this is to question if it’s a good time to invest now that stocks are cheaper, or if it’s a bad time as the outlook for stocks has worsened.
Current Market Conditions and Cloning The Best Investors
May 17, 2019 | Mohnish Pabrai is not shy to call himself a “cloner.” Every quarter, he’s the happiest when the stocks the greatest investors bought are revealed. The last quarterly update was this May 15, and you can check it out here.
Current Market Conditions and Your Best Investment Idea
April 23, 2019 | If you’re like me, you’re not only asking yourself which stocks you should own but also how much you should allocate to your best investment ideas. This question is important, especially today...
Current Market Conditions and Growth Rates
March 19, 2019 | Consider a new generation of companies like Amazon and Alibaba. Despite the enormous size of the company, Amazon grew their revenue at an annual rate of almost 30% over the past three years. Alibaba is close to 50% annually.
Current Market Conditions and A Stock Purchase
February 19, 2019 | Because of the current market conditions with very few great businesses trading at great prices, I recently used a slightly different approach...
Pet Problems
January 08, 2024 | Huge losses from national disasters. Soaring prices. “Worst possible scenarios” for consumers.
Clear Vision
January 07, 2024 | It’s 2008, and Dave Gilboa can’t find his $700 glasses.
Staying Focused
January 06, 2024 | Week one of 2024 is in the books, folks, and we’ve already broken half of our resolutions.
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