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The Worst Investment Management Compensation System Ever
Reading Time: 2 minutesI just read a shocking article in on the front page of today’s Money & Investing section in The Wall Street Journal: “Losing A Ton And Still Making A Killing”, Dennis Berman, February 16, C1 . A company by the name…
Playing For A Bounce
Reading Time: 6 minutesSome of the best trades come when everyone gets very panicky. The crowd can often act very stupidly in the markets. You can picture price fluctuations around an equilibrium level as a rubber band being stretched – if it gets…
Top Gun FP Client Note: Dow 10,000
Reading Time: 12 minutesNOTE: Every week I write a Client Note for my clients. For a limited time, I am allowing non-clients to sign up and receive the Client Note. You can sign up at the top right hand corner of the website. …
Mauldin Says The Market Is “Way Ahead Of Its Fundamentals”
Reading Time: 1 minute(Via The Guru Investor)
Americans Extremely Pessimistic On Country
Reading Time: 2 minutesFascinating article in today’s NY Times that is getting a lot of play: “81% in Poll Say Nation Is Heading on Wrong Track”, NY Times, Friday April 4. The 81% who say the nation has gotten pretty seriously off on…
STZ Earnings Selloff Prices In Mexico Tariff Concerns
Reading Time: 2 minutesShares of Constellation Brands (STZ) are getting hit hard today (-17%) after reporting 3QFY25 earnings. The stock has been dealing with concerns about Trump placing 25% tariffs on imports of Mexican goods since Mexican beers like Modelo, Corona and Pacifico…
