In the midst of a pandemic, with all stocks getting bashed, betting on health care stocks coming back was an easy call. Figuring out where they go from here isn’t so easy. During the good times, betting on stocks that are doing well and are in sectors that are doing well is actually a pretty […]

A 60-basis point jump in inflation may not seem like much, just 6/10 of a percentage point, but we haven’t seen it grow this much in a month for 30 years. There isn’t anything that matters more to the U.S. Federal Reserve than inflation rates. The Fed certainly wants to steer us away from this […]

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 […]

Among the stocks that have shrugged off the economic crisis and have prospered though it, nothing compares to the power of online retailers right now, which are red hot. There’s nothing like a recession to depress stock prices, at least normal recessions anyway. 2020’s version, a beast by any measure, has played out a little […]

With the November election fast approaching, and so much hanging in the balance for the stock market and the economy, the time to start thinking about this is now. We’ve been speaking of the potential impact of the November election in the United States for quite some time now, especially lately as the potential storm […]

We might think that given how much more stuff that people are ordering online now, the USPS would be enjoying a bountiful harvest. They are instead on life support. The mega recession of 2020 has been an unusual one, where we usually see such a thing sink all boats in the aftermath of a slowing […]

In spite of a very ugly second quarter GDP number, the U.S. economy is clearly moving in the right direction. We need to look ahead, not back, to see where we are headed from here. Casual observers may think that going through the worst quarter in history as far as GDP goes would tell us […]

It hopefully would strike us as absurd to decide never to re-open schools due to fears of communicable disease, but keeping them closed now is no less absurd. As we move closer toward what is normally back to school season, which drives a lot of additional shopping as parents purchase the multitude of things that […]

It seems that every time Apple’s stock price outperforms Wamsi Mohan’s’ view of the company’s near-term performance, he sees it as no longer a buy. In spite of Apple’s rising to becoming the world’s most valuable stock, where it has grown over 95,000% in the last 22 years, the road there has been paved with […]

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 […]