Blog
Why the “Sell in May” Rule May Fail Again This Year
April came and went, and the war raged on. The month was sort of a blur with tax-day right in the middle of the month and very negative sentiment concerning the conflict and the world stock markets teetering on media induced shocks....
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The Trend Is Your Friend... Until the Trend Ends
As Thomas Lee has so eloquently stated throughout this year, “This is one of the most hated V-shaped recoveries the equity markets have ever seen.” Turmoil (according to the media) virtually everywhere you turn. Pick your poison, the...
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Is It Really All About the War?
In the first 12 weeks of 2026, the equity markets as measured by the S&P 500 were only up 3 of those weeks. Is this a function of the war? Is it a function of the polarization in the political aisles? Is it a function of President...
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What Everyone’s Getting Wrong About Oil, Inflation, and AI’s Future
We are at an interesting point in the markets and in the global economies. I guess it is relatively clear that oil is still “King Oil.” Even though we are doing all that we all can to try and decrease the reliance on carbon fuels, the...
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How Could an Investor Approach the Markets In The Midst of Operation Epic Fury?
Five implications of Iran strikes for U.S. stocksImmediate reactionsIn the wake of the U.S. and Israeli bombing of Iran, investors understandably wanted to know the immediate ramifications. So, I decided to take a step back to look at...
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New Year, New Market Leaders: Global Shifts, Emerging Opportunities, and Where to Invest Now
This year has started out quite interestingly. To begin with, we got the nice “first week of January” indicator, which I shared. Basically, when the first five trading days are positive in cumulative return and it follows years as we...
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From Irrational To Emotional Exuberance: What Today's Markets are Really Signaling
As we already are about to turn the page on January, and commentary out of the GOP continues at a fever pitch, actions seem to be more emotionally based than economically based as Alan Greenspan so eloquently said in his “Irrational...
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10 Practical Tips to Make Your Money Work for You
Financial wellness is a state of being when one is in control of their finances, can cover expenses, and save for future goals. Consider financial wellness as your relationship with money; it can be either healthy or unhealthy....
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