Their are two recent positive developments. First, it looks like the stimulus package just needs to work its way through the Senate so it is likely the government will pay out stimulus checks sometime in March. Second, the single-shot nature and easier storage requirements of the newly approved J & J covide-19 vaccine should help… Continue reading February Stock and Fund Picks
January Stock and Fund Picks
The state of the economy is generally positive. Pent up demand will continue to be unleashed as vaccinations increase but don’t expect a new Covid-19 stimulus bill until mid march, if then. Also, expect a re-allocation of resources away from oil and gas and towards renewables. As far as new policies that effect the economy,… Continue reading January Stock and Fund Picks
December 2020 Stock and Fund Picks
The market appears like it will be strong until mid January 2021. No one wants to sell gains at this time so it will remain somewhat overbought. That said, the Biden administration will be a lot less volatile and thereby contribute to increased market stability — especially regarding tariffs randomly and thoughtlessly applied. Moreover, gridlock… Continue reading December 2020 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
October Stock and Fund Picks
Before I list my picks and review the state of the economy, I’d like to add a comment on trade protectionism and the negotiation strategy of the Trump administration with China. The problem is that China is an unfair trader and its communist government’s strategy is to steal as much technology as is possible. Something… Continue reading October Stock and Fund Picks
September Stock and Fund Picks
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
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