Today, I want to follow up on last week’s article on trading. I am fascinated by the fact that so many people fall for the same sales pitches about trading systems that promise to make you millions of dollars with minimal effort and hardly any risk at all. The statistics on retail trading are readily […]

Here we go again. An article in Fortune magazine recently talks about the older members of Generation Z, those 20-somethings who have come of age in the era of financial crisis and global pandemics—and how they are trading much more than their predecessors. The article attributes their investing behavior to good old-fashioned FOMO (fear of […]

Today, I am talking with Ryan Kreiger of Freedom Day, an investment management firm with a great name and an even better idea when it comes to investing. Freedom Day focuses on high-quality dividend growth as the chief metric for identifying companies that can consistently deliver. Ryan and I talked at length about his investment […]

Last week I got to spend some time with John Davi and Frank Tedesco of Astoria Advisors. Astori is a firm that specializes in research-driven investing and offers two exchange-traded funds for public investors, as well as research for investment advisors across the United States. The firm’s latest offering is an exchange-traded fund that focuses […]

While market sentiment is discussed all the time, it is rarely defined. That’s why in today’s Hidden Profit Report, I sat down to talk with Ray Micaletti of Relative Sentiment Technology.  Ray has developed an approach that compares retail investor sentiment to institutional investor activity that gives valuable and actionable information about the condition of […]

It does not matter which metric or statistic you use. Stocks are not cheap based on any empirically proven valuation metric. The S&P 500 P/E ratio is over 25—not the highest level ever recorded, but certainly on the high end of the historical scale. And the average P/E ratio of the stocks in the tech-heavy […]

I’ve found two opportunities for massive profits. Both are low-priced stocks that the market is ignoring and insiders are buying. Even better, both appear to have enough of a margin of safety in the balance sheet that we are not risking a permanent long-term loss of principal. In the normal course of business, both stocks […]

Sometimes, the old saying goes, you gotta pull the bat back and swing for the fences. After all, “ya gotta take chances.” Babe Ruth not only hit the most home runs but also struck out more than most people who played the game. The inference is that you can risk it all on mammoth swings […]

We are in an interesting phase of the stock market cycle. The monetary and valuation models flash yellow and red, while momentum and sentiment are bright green. And the Federal Reserve has raised rates at a faster pace than ever before, which is going to hurt stock prices eventually. Interest rates are a vital component […]