The economic recovery is looking dismal. Virus infections are increasing globally and will get worse this fall. Economic disruption will likely increase. The market is in the process of an orderly adjustment to these facts and as long as the major indexes remain locked between the 50 day moving average upper limit and the 200… Continue reading September Stock and Fund Picks
Category: Stocks of the Week
August Stock and Fund Picks
August 21, 2020 Growth is slowing again, mainly due to non-maskers and covid-19 spikes. This dooms Pres. Trumps chances of re-election. Get ready for a well-meaning liberal President Biden who will enact policies that will produce exactly the opposite effects intended. We must accept the fact that we will never have a president that understands… Continue reading August Stock and Fund Picks
July Stock and Fund Picks
Simultaneous supply and demand side shocks continue to hinder the economy. Add to that, idiots and morons of the “Free DUMB” non face maskers clan and you get virus spikes that threaten everything from the economic recovery to the stock market and even college sports. The recovery has now hit a calm in which there… Continue reading July 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
May Stock and Fund Picks
When, as I pointed out earlier, the market gets ahead of the economies fundamentals, it will sell-off or re-price. This is the time to put money to work, but very slowly and carefully. Top growth stocks to look at include: ASX, DBX, DOYU, NPTN, EXPI, and BJ. Top dividend growth stocks are: MMLP, VIRT, DCP,… Continue reading May Stock and Fund Picks
April Stock and Fund Picks
Stay the course: Stay in cash and do not buy any new stocks or funds at this time. If I don’t recommend you deploy capital then I can’t be accused of giving you overly risky or just plain bad advise. If you already have a dividend reinvestment portfolio then just hold it and let it… Continue reading April Stock and Fund Picks
March 2020 State of the Markets
Last week of February priced in only a part of the negative supply-side shock of the Corona virus outbreak. When theme parks and public events such as the Olympics are either under consideration for cancelation or being canceled at an accelerating rate, people are staying home rather than going out such as in Italy and… Continue reading March 2020 State of the Markets
February Stock and Fund Picks
All business cycle monitoring sites from Seeking Alpha indicate an ongoing expansion that is simply slowing down due to a lack of private sector investment, industrial production, and anti-supply-side protectionist trade policies. Instead of cyclical indicators only, I prefer to also look at the misery index as an indicator of a potential recession. The misery… Continue reading February Stock and Fund Picks
January 2020 Stock and Fund Picks
All policies have negative consequences. The hope is that positive consequences will outweigh those that are negative. For example, in the late 1990s Pres. Clinton placed recruitment restrictions on the CIA that caused its staff to shrink by half. Clinton also cut CIA and military funding substantially. The 9/11 terrorist attacks followed. Bill Clinton also… Continue reading January 2020 Stock and Fund Picks
December Stock and Fund Picks
Isolationism and increasing inefficiency that results will continue to push output down. Already it has reduced investment, which in turn reduces productivity growth, as well as both exports and imports which account for about 40 – 45% of our economy. Let me illustrate how this works. Two nearby islands routinely trade with each other because… Continue reading December Stock and Fund Picks