October 20: The status quo seems like endless doom and gloom. Yet, we know with certainty that bear markets always end. Moreover, it’s end will come as a surprise to most. One possible scenario is that inflation continues to abate and the Fed pivots and announces an end to large rate hikes. Suddenly, earnings growth… Continue reading October Stock and Fund Picks
Category: Stock Market Fluctuations
September Stock and Fund Picks
September 12: There are market headwinds building such as slowing economic growth and earnings, Fed tapering, Delta variant wild card effects on jobs and the labor market, and school policy adjustments affecting working parents that suggest a re-assessment of future earning flows. A downward revision in future earnings over the next two years will lead… Continue reading September Stock and Fund Picks
November Stock and Fund Picks
This month I am providing you the opportunity to invest in what I do: Use CEFs and ETFs as a source of dividend income and for capital appreciation. I tend to get between 10% to 15% per year in capital appreciation plus about 8% to 9% in dividend income. The simplest and most consistent method… Continue reading November Stock and Fund Picks
June Stock and Fund Picks
As I indicated previously, the market raced ahead only to pull-back and re-price. The second wave increase in the rate of Covid-19 infections that resulted from re-opening the economy was the main cause of the pull-back. I know people are weary of playing it safe but it now seems as if they are walking around… Continue reading June Stock and Fund Picks
Look Out Below!
Most stock investors worry about sudden sell-offs and plunging stock prices. Here are some strategies that can reduce your worries. 1. The simplest strategy is to have a long-run time horizon that allows you to ignore short-run fluctuations in financial asset prices. Companies always move things and if you have invested in good ones, short-run downturns in… Continue reading Look Out Below!