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The Feed


A New Big Bet of Mine
F inancial Select Sector SPDR Fund (XLF) is up 26.7% year-to-date and is up 5.2% in October. The ETF is very large. The top 10 holdings...
Oct 17, 20243 min read


Rates Are Rising
Betting against stocks hasn't worked this year, but rates are rising despite the FOMC action last month.
Oct 8, 20242 min read


An Investing Tip to Beat Inflation
I like exchange-traded funds (ETFs) and used to be a fixed-income professional, and I now have about 6.6% of my IRAs invested in a...
Oct 2, 20245 min read


A Great Lesson in Artificial Intelligence Investing
SMCI may "look" cheap, but it is up more than 2000% in just five years and is being investigated by the federal government.
Sep 27, 20242 min read


Fight the Fed
FOMC starts cutting rates! Hooray? Or, watch out???
Sep 19, 20243 min read


Stocks Are Beginning to Melt Down
Stocks have come down, but they are still up a lot in 2024.
Sep 6, 20243 min read


This One Has Plunged!
Super Micro has plunged, as I expected. NVIDIA reports tonight and scares me!
Aug 28, 20241 min read


Not So Magnificent
The Magnificent 7, seven very large technology stocks, have boomed in 2024 and have captured a lot of attention. Now, they are selling off.
Aug 4, 20243 min read


Take Your Profits On Tesla
Tesla is expensive! It is down a lot this morning.
Jul 24, 20243 min read


Just Buy Stocks (and Lose)
"Long and wrong" is something I have experienced a lot over my 40+ years of investing, but I am currently suffering from a non-rhyming...
Jul 17, 20243 min read


The Top Has Been Getting Taller, But Stocks Have Peaked
I have been sharing my negative views on stocks here since March 5, when I discussed my outlook for Nvidia (NVDA) and Super Micro (SMCI)....
Jul 11, 20242 min read


Tesla Is a Sell Again
I have disliked Tesla (TSLA) for a while, but not recently. In fact, I told a fan of the product and the stock that it would likely find...
Jul 3, 20242 min read


Still Cautious on Stocks!
The S&P 500 , at an all-time high, has gained 85% over the past five years, and SPY is up140% since 3/23/00. The market seemed overly cheap
Jun 11, 20243 min read


I Am Still Cautious on Stocks
Stocks have been volatile recently! The S&P 500 looks like it topped in April and it has bounced since that pullback. It's up ahead of...
May 2, 20244 min read


How Low Can Stocks Go?
Stocks were hammered this past week. It was the worst move on the S&P 500 in a while. That index fell each day, pushing it to six...
Apr 21, 20244 min read


The Inverted Yield Curve
I am a "stock guy" and no longer the "bond guy" that I was in the 1980s. Still, though, I pay attention to bonds. When I was at Kidder,...
Apr 15, 20244 min read


Stocks Are Scary
5 weeks ago, I wrote my first piece on this blog on regular stocks. I had written a piece about cannabis stocks, which I have been...
Apr 10, 20243 min read


Some Stocks that Are Buys
I wrote my first non-cannabis stock article here on March 5th about some AI chip stocks, warning investors in them to get out now. I am...
Mar 19, 20243 min read


Get Out Now
I follow cannabis stocks closely, as I run 420 Investor, a subscription service for people who want my insight on the sector that I have...
Mar 5, 20243 min read
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