Dec 13, 2018
In a week of the debut of Elon Musk’s underground tunnel, a #MeToo outcry against “Baby, It’s Cold Outside,” and a British currency crash in the wake of a delayed Brexit vote in Parliament, there’s a lot for Dan Ferris and Buck to unpack this week.
Most significant for investors – and surely on a lot of...
Dec 6, 2018
In the wake of Tuesday’s market carnage, with almost all of the major indices losing 3% of their value, Dan sees a rough slog ahead for almost all U.S. stocks. By any reasonable metric, stocks are a bad deal – but a few diamonds exist in the rough.
Of course, there are not just bad deals to be found, but...
Nov 15, 2018
This week’s continued market selloff had some high-profile casualties – and brings to mind a great Warren Buffett quote that, “Only when the tide goes out do you discover who was swimming naked.”
One of the biggest casualties was beleaguered GE stock, down another 15% from just last week. Buck shares an...
Nov 8, 2018
As the dust from one of America’s uglier midterm battles settles, Buck makes sense of the new political order.
On the one hand – Democrats won the House, and with it the ability to kill all legislation, investigate the President and subpoena his aides and – most explosively – demand his tax returns.
On the other...
Oct 26, 2018
It’s one thing to understand the logical argument for Dr. Steve Sjuggerud’s “Melt Up” thesis – but that doesn’t mean weeks like this, while historically normal, are fun to watch.
With Friday morning bringing on another down day as tech reported weak earnings, plenty of brand names are...