We are just two days away from Thanksgiving. The cooking has started around here. The turkey went into the brine last night, and the prep work for the stuffing is underway. There will only be one issue of Hidden Profits report this week, because I expect you will have better things to do than read […]

Longshots. Have you ever had one off big for you? Years ago, I had a friend who took some time off to travel around the country on his motorcycle. After a few months, he left Denver and was riding the backroads headed back East. He wanted to explore the West Coast, but he was low […]

Infrastructure. What a pompous word! I am a huge fan of infrastructure investing. Still, when I see some pension consultant or product salesperson droning on about the correlation factor of infrastructure assets and the durable cash flows produced by permanent infrastructure, I suddenly feel the need for a nap. So I can only imagine how […]

No one knows what the market will do this week or next. Last week we saw traders come to the mass conclusion that the Fed was done raising rates and that rate cuts were right around the corner. While I have never personally seen a bull market start with large cap stocks trading well north […]

Is the bottom for stocks in? That’s the question I will address in this week’s first edition of the Hidden Profits Report. The Fed has a lot to say about both the current level of stock prices, and no matter how much you may hate the Fed or wish we did not have a fiat […]

In today’s Hidden Profits Report, I take a quick hulk at where the markets are trading and current valuations. In spite of the recent period of volatility, large-cap stocks are clearly overvalued. Small-cap stocks are trading at discounted valuations with an average PE ratio of just 8. Small-cap deep-value stocks are trading at ridiculously low […]

What goes up, must come downSpinning wheel got to go round. David Clayton-Thomas of Blood, Sweat & Tears did not have much of a reputation as a stock picker, but in his oft-covered song, “Spinning Wheel,” he gives us a clue of an area most investors are ignoring right now. Corporate spin-offs are back in […]

The world is changing rapidly. Some of it will be for the better. Some of it, not so much. All the changes will prevent the opportunity for massive profits. The trick is to pay the right price for your ticket to ride the changing trends. The trick is not to buy in during Euphoria. Buying […]