Thursday, September 3, 2026
How can so many Americans feel pessimistic about the economy while the stock market continues to rise? It sounds contradictory, but it isn’t. The economy people experience and the economy reflected in stock prices are related without being interchangeable. Most of us experience economic conditions personally. We know what groceries cost, whether our paychecks stretch […]
I’m at a conference this week, and one of the presenters raised an interesting question about debt: “If you have a $1,000 balance on a store card and $10,000 on a credit card with a high interest rate, which should you pay off first?” Mathematically, paying down the high interest debt makes sense because it […]
Over the past few weeks, I’ve received questions about the volatility indicator I reference in my weekly trading services and how it was developed. The answer goes back to my research, which earned the 2015 Charles H. Dow Award. Like many investors, I was intrigued by the Cboe Volatility Index, or VIX, commonly known as […]
If you’ve been with me for a while, you’ve probably heard me say that I spend a lot of time reading. While much of it focuses on markets and investing, I also make a point of reading outside finance. Some of the best ideas come from people solving completely different problems. Recently, I read an […]
Over the last five or six years, I invested in fine wine and whisky casks through a company in London. I had accumulated a nice collection of investable wines. In October 2025, I received an email from the wine investment firm stating that the company would soon be under new ownership. Then, a month later, […]
People are often surprised to learn that I have a degree in Intelligence Studies and spent much of my military career in intelligence. On the surface, intelligence analysis and investing seem to have very little in common. One focuses on national security, while the other focuses on financial markets. The reality is that both disciplines […]
Despite a rough start, SpaceX (SPCX) remains one of the most talked about stocks of the year. And Not every ETF with SpaceX exposure is a good fit for conservative investors. Some funds make SpaceX one of their largest holdings, creating the potential for outsized gains but also significant volatility. For income-focused investors, the better […]
A triple-digit yield is not always the same as a good investment. The best income ETFs produce dependable cash flow while protecting your principal over time. The worst often do the opposite, paying eye-popping distributions as their share prices steadily erode. That’s why for many more conservative investors – particularly those investing for retirement – […]
***This article was previously published on June 11th. I’ve mentioned Hetty Green countless times over the years. Most contemporary investors know her as the richest woman in America, or as an early practitioner of value investing. Many investors also remember Green for what she bought. The more interesting story is how she positioned herself before […]
June was another encouraging month for the US Global Technology and Aerospace & Defense ETF (WAR). Every trade opened during the month finished with a gain. One position closed on July 1, but it was opened in June and is included because it was generated from a June signal. Here are the completed trades: Combined, […]
