November 21: As long as interest rates remain low and the economy is fundamentally sound and growing, nothing of note is likely to cause overly significant market instability. Because equity values are generally stretched, individual stocks and sector oriented funds are the best bet. That said, consider the following stocks for growth: WIRE, DQ, PDCE,… Continue reading November Stock and Fund Picks
October Stock and Fund Picks
October 14: The debt ceiling problem is still a worry while Covid is becoming less so. The fear and greed index is also still in the fear range and so I don’t know for sure if the end of September slump is completely over. That said, the fundamental economy is still in a supply-constrained growth… Continue reading October Stock and Fund Picks
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
August Stock and Fund Picks
August 24: Inflation still appears as mostly a supply-side phenomenon which is exacerbated from time-to-time by strict, zero Coved tolerance from the Chinese government that leads to shipping port shutdowns. September will see supplemental unemployment end in all States which will ameliorate the supply-side constraints in the U.S. to some degree. The Delta variant is… Continue reading August Stock and Fund Picks
July Stock and Fund Picks
July 6: Looks like the stock markets are topped out and dependent on earnings increases to move them any higher. The sector doing the best during the last 3 months appears to be health care as indicated by the first three top ETFs: XLV, IYH, and VHT. The top 5 ETFs include two related to… Continue reading July Stock and Fund Picks
June Stock and fund Picks, etc.
June 7: Interested in earning over 8% on USD cash deposits at a quasi mainstream Blockchain/crypto oriented “bank?” Try BlockFI. You can open an account that pays monthly interest as follows: BlockFi has a business model that is quite traditional except for the presence of crypto assets and the blockchain. Of particular interest were the… Continue reading June Stock and fund Picks, etc.
No longer a Republican
I am repelled by Lindsey Graham and the Trump supporters in the Republican Party. I encourage others who can no longer tolerate the lying, ignorant, KKK affiliated Republican party to also drop out. However, I will also never be a Democrat. Thus, I am now an “Independent.” Moderate Republicans leaving the Republican Party will allow… Continue reading No longer a Republican
May Stock and Fund Picks
May 6: The mild and steady start for this year should not lead to complacence. Further stimulus and strong corporate earnings portend that a steady-as-she-goes stock market could continue. Recent worries have arisen due to the fear that central banks could start to ease off on monetary support, as the Bank of Canada has begun… Continue reading May Stock and Fund Picks
April Stock and Fund Picks
New BlackRock fund BIGZ is expected to be like BSTZ and BMEZ as a monthly pay and growth oriented fund. It is selling at about $20.42 as I write. BlackRock Innovation and Growth Trust Investment Strategy Among other things, common criteria for innovative companies across industries may include developing new products, selling in new markets… Continue reading April Stock and Fund Picks
March Stock and Fund Picks
Week 2: I hope everybody bought as much as they could of the three CEFs I recently recommended: AIO, BMEZ, and BSTZ. If you didn’t you can still buy them after their ex-dividend dates (the date after which you do not get the next monthly dividend) because they tend to have lower prices at that… Continue reading March Stock and Fund Picks