And like that, June is here and the first half of the year is almost over. That means it’s time for my most profitable activity of every quarter – taking a look at the 13F filings of private equity funds. These little-used SEC filings show what these massively successful investing firms have been buying, what […]

“Buy Low, Sell High.” That is the way all this works, right? Buy stocks when they are low, and no one wants them. Then, when everyone wants to buy stocks, it is a great time to sell and book your gains. One of the great truths of Wall Street is that fortunes are born in […]

Like millions of other investors, I anxiously awaited the 13F filing deadline on the 15th. I could not wait to dig into the databases and see what the best fund manager and investors were doing with their cash. OK, that’s not completely true. I did that because I do it every quarter – and have […]

Like millions of other investors, I anxiously awaited the 13F filing deadline on the 15th. I could not wait to dig into the databases and see what the best fund manager and investors were doing with their cash. OK, that’s not completely true. I did that because I do it every quarter – and have […]

There are four scenarios that (I believe) could play out in the market right now:  Which one will happen? No one really knows…even Jerome Powell has no clue which scenario will play out.  However, I created a cheat sheet to prepare your portfolio for every single one of these four scenarios.  I put them all […]

The stock market seems focused on only two types of stocks: technology companies involved with AI, and regional banks—which are going through a crisis. Investors are ignoring the rest of the stock market, which is just drifting. But that should not stop you from picking out a few investing gems from the large body of […]

Once again, technology stocks are grabbing the financial headlines. They have powered most of the gains in the S&P 500 in 2023. In fact, Apple and Microsoft alone now account for a record 13.5% of the index—the most ever for the top two stocks. While it’s tempting to buy big tech right now, the safer […]

The U.S. seems poised for a manufacturing boom as companies tap into government subsidies, pledging to spend tens of billions of dollars on new projects. The Chips and Science Act and the Inflation Reduction Act (IRA)—passed within days of each other last August—together include more than $400 billion in tax credits, grants and loans designed […]

Not long ago, I sat down with Jay Soloff, who runs several outstanding options income and trading services at Investors Alley. We had a long discussion about what is going on in the markets in general and banks, specifically. I talked at length with Jay about what has happened in the banking industry since early […]

Real estate has created thousands of millionaires in the United States. The great robber baron and millionaire prototype Andrew Carnegie once said, “Ninety percent of all millionaires become so through owning real estate. More money has been made in real estate than in all industrial investments combined. The wise young man or wage earner of […]