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When Will the Government Have to Kill a FANG?
By now, we all have major over weightings of FANG’s in our retirement portfolios. And the greatest threat to those holdings is the prospect of imminent government regulation. The prospect of government involvement in
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The Phony War
Armchair historians will recall the beginning of WWII in 1939, where Germany, Britain, and France had declared war against each other, but no shots were fired for eight months. It was called the Phony
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It’s Time to Pull Those Old Inflation Plays Out of the Drawer
Being an old do-it-yourself carpenter, I never throw anything away. My garage is filled with ancient tools I bought 40 years ago and used only once. Scraps of wood, odd lengths of wiring, and
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Going Where the Money Is
Things have changed. That is about the only conclusion one can reach after the three most violent weeks in stock market history. The historic average length of time for a 10% correction is 64
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The New Case for Europe
It is time to revisit this once troubled continent. The reality is that the European economy is now growing substantially faster than the US, with a better stock market performance to match. Not only
Read More »What is Going on At Tesla?
I was somewhat taken aback when I picked up my new Tesla Model S-1 a few weeks ago. Right now, with only 20 miles on the odometer, the car is stupid, said the salesman.
Read More »The Unicorns are Out of the Corral
It was perhaps the worst timed IPO (initial public offering) of the decade. Cardlytics (CDLX) went public at the Friday open, one of the worst days in the history of Wall Street. The shares
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So That’s a Correction!
I like Thanksgiving. I like the turkey, the gravy, the cranberry sauce, and especially the pumpkin and mince pies loaded with whipped cream. I like Thanksgiving so much that I got to repeat it
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Short Selling School 101
With the stock market falling for the next few weeks, or even months, it’s time to rehash how to profit from falling markets one more time. There is nothing worse than closing the barn
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A Note on Options Called Away
With the February options expiration only six trading days away, we have the good fortune to have profitable deep in-the-money options positions. Those include: The iShares Barclays 20+ Year Treasury Bond Fund (TLT) February,
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