Bankruptcies are painful at any age, including late in life. The aftermath of a bankruptcy isn’t as bad as many may think, and considerably less so for people already in retirement. Declaring a bankruptcy in itself isn’t a negative thing, and in fact this is a solution to a problem and not a problem in […]
Analysts are lining up to tell us that small-caps will be big in 2020, where we may expect the S&P 600 and the Russell 2000 to beat the S&P 500. Visions of sugarplums aren’t enough though. Whether or not small cap indexes end up beating the large cap ones such as the Dow, the Nasdaq, […]
Of all the things we look at when we try to gauge the state of the economy, nothing is more important than employment numbers. This is where the rubber meets the road. With all of the focus lately on the trade war, Friday’s jobs report served to erase at least some of these concerns, and […]
Diversification is a popular tool at any time, but as investors seek to protect themselves even more now due to the uncertainty of the stock market, they need to also weigh the costs. With economic projections stabilizing more, and remaining quite favorable for the foreseeable future, some people are still going to worry about these […]
Whenever a type of stock or stock investing strategy has been running cold, people expect a comeback. Talk is picking up about small cap stocks coming back soon. There is an overall rationale in the stock market that believes that underperformance in itself will beget higher performance, and that underperformance is somehow a condition that […]
Fund Manager Paul Hogan is said to beat 99% of his peers that he shares a part of the investment forest with. This can allow us to fail but still be able to brag about the failure. You would think that the world of mutual funds would be set up so that we may compare […]
Bank of America Merrill Lynch is touting broken-down stock Exxon Mobil as their top pick for 2020 in the broken-down energy sector. This in itself doesn’t count for much though. Analysts at Bank of America Merrill Lynch are excited about the prospects of Exxon Mobil stock over the next year, and have named the stock […]
Peloton’s IPO started out very slowly, spending the first month of its life underwater. November brought glad tidings and it suddenly was up about 50%. Then came the ad. Like most things, the social media revolution that has now gripped the world has its good and bad side. In prior times, people relied on word […]
Morgan Stanley analyst Benjamin Swinburne just downgraded Roku from the equivalent of a hold to a sell, and people are selling. It was not fundamentals that did this though. Fundamental analysts try to explain everything that happens to a stock with fundamental analysis, which seems natural enough given that this is how they approach understanding […]
It seems that some dividend funds can keep up with the market, but this does not mean that they are the best choice. We also need to make sure we factor in both risk and return. The debate about whether paying out higher dividends is good or bad for investors has been going on for […]