Sunday, March 26, 2023
The markets are showing some signs of rolling over into a big move downward, but not soon. The tug-of-war between what the Federal Reserve says and what the market hopes the Fed will do continues to be front and center for equity prices. In other words, nothing much has changed since we last spoke. But […]
The Federal Reserve is the swing factor in the current market. The tug-of-war between what the Fed officials have said and what the market thinks the Fed really plans to do is ongoing and makes for a problematic investing and trading environment. Even our favorite special situations landscape is pretty quiet. Insiders are sitting still, […]
There are times when avoiding losses is far more important than looking for gains. As the debate continues between what the Federal Reserve says it will do and what the market thinks the Federal Reserve will do, there is one inescapable conclusion we must consider: no matter how you look at the world, and regardless […]
Today I want to continue introducing you to some of the greatest investors around today and show you what stocks they expect to provide outsized returns in 2023 and beyond. This same idea has been written about in all sorts of financial media publications and discussed to death on cable TV financial programs. It happens […]
You’ll see them every year, right after all the market predictors are done with their end-of-year foolishness: countless articles that advise you to buy what the world’s best investors are buying. The problem is that most of those advising you to “buy what the world’s best investors are buying” have no idea who the best […]
As promised last week, I want to go back and explore the thesis advanced by KKR’s (KKR) macroeconomics team. Henry McVey and his team suggested that one of the best ways to earn high returns on your money over the next few years is going to be owning companies that are growing their free cash […]
I make no secret of the fact that I pay very close attention to what the big private equity (PE) and alternative asset managers are doing with their cash. I am frankly shocked that more people are not paying attention to what the giants of alternative investing, like KKR & Co. Inc. (KKR), Blackstone Inc. […]
It’s safe to say that most market participants know about Warren Buffett. It would be hard not to since, in addition to a fantastic track record, he and his partner in crime, Charlie Munger, also get a lot of attention in the media. After all, a billionaire curmudgeon whose uncommon intellect and blunt manner make […]
New Year is in just a couple days. We spent Christmas in my house noisily with one of my two granddaughters in attendance, with a prime rib roasting away. As is tradition, my wife had the TV tuned to a station that plays seasonal tones while the screen is filled with a roaring fireplace. Now […]
The stock market has proven to be very resilient in recent months. Even as Federal Reserve officials talk about the need for interest rates to be higher than expected for longer than anticipated, the markets have managed to hang on to the idea that if the pace of rate hikes slows, the eventual destination does […]
