Monica Stankowski



Monica uses a balanced approach to investment analysis, ensuring that we looking at the right things and not confined to a single and limiting theory which can lead us astray.

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Topics of interest: News & updates from the Office of the Comptroller of the Currency, Forex, Bullion, Taxation & more.

Biden Presidency Conjures Up Fiscal Nightmare

Joe Biden

No matter what party you support, no matter how ignorant you choose to be about exploding our national debt, the consequences of this bites everyone just as hard. As if 2020, the biggest fiscal devastation we have ever dealt with in a single year in history, wasn’t bad enough, get ready for more in 2021. […]

After Disappointing Again, Berkshire Hathaway Starting to Excite

Berkshire Hathaway

Warren Buffett’s fabulously successful company Berkshire Hathaway hasn’t been exciting at all for many years now. Some analysts are licking their chops over it now anyway. The once mighty creation of legendary investor Warren Buffett, Berkshire Hathaway, that he built from a textile mill to one of the world’s largest conglomerates, has showed its age […]

Social Media Censorship Taking Center Stage Now

Social Media Censorship

There’s a lot more on the line for social media outlets than taking away legal immunity or even breaking them up. Their massive abuse of power must be stopped. Social media outlets are presumed to be neutral parties, allowing for a free exchange of ideas among users. That’s the theory at least, although the practice […]

How Much Safer is Gold Over the U.S. Dollar?


In today’s tumultuous times, we are hearing the cry to have more assets in gold to protect us even more loudly than usual. We need to always think first before we leap. On the face of it, it does seem to make sense to consider hedging against losing buying power with hard currencies such as […]

Is it Time to Get Back Into Bank Stocks?

Bank Stocks

While many investors have marveled at how stock indexes have held up so well during this big recession, when it comes to bank stocks, investors do not look the other way. 2020 has been mostly a story of the rise and fall of stocks, or rather, the fall and rise of them. From a fundamental […]

California Wealth Tax Sets Up Interesting Showdown

California Wealth Tax

California state legislators have picked up the ball from radical federal Democrats and are getting ready to propose a wealth tax of their own. This will be an interesting experiment. With the real prospect of a federal wealth tax of some degree on the horizon, should the Democrats gain enough power in the upcoming election […]

Piper Sandler Warns of Earnings Surprise for Ulta Beauty

Ulta Beauty

Nasdaq 100 component Ulta Beauty is set to report their earnings on Thursday, and Piper Sandler tells us that the results will be grim. They still like the stock though. There are quite a number of hot stocks this year in the Nasdaq 100, but Ulta Beauty is certainly not one of them. It was […]

Tax Institute Examines Impact of Biden’s Tax Proposals

Joe Biden

Taxation is front and center in this year’s election, a lot more front and center than the electorate realizes. Having the right information is critical, and not having it is dangerous. The American people will once again choose who they wish to lead them for the next 4 years, who they want to lead the […]

Investors Need to Think Carefully About Selling Call Options

Call Options

All it takes to attract the interest of a lot of older investors is to use the word income with an investment. This is a foolish bias that can cost them though. The strategy of selling covered calls is widely promoted, especially to older investors who find the fact that this is framed as a […]

Buying on Pullbacks in Current Market Conditions


We are often told by people looking to advise us on managing our stock positions to look to enter on a pullback. We need to understand the rationale before we decide to leap. Anytime markets are moving up, which they certainly are now with the right stocks anyway, it’s common that people who are paid […]