October has made investors nervous for nearly 100 years

| October 28, 2023

What is there about October that upsets people and financial markets? For nearly a century investors get nervous this time of year. Unfortunately watching the market as closely as I do, one would think I would have sold stocks at the first sign of trouble in October. Nope, I expected better from a few of […]

Federal Reserve hikes: “despite a .. recession later this year”

| April 12, 2023

Guess when this Fed news came out?  High inflation and tight labor markets led Federal Reserve officials to signal they could raise interest rates at their next meeting despite a higher likelihood the economy would enter a recession later this year. Fed officials considered skipping a rate increase at their meeting last month but concluded […]

Tighter money and a slowing economy impacts company earnings

| March 2, 2023

A chip company I’ve watched and traded up and down over the last few years has been Marvell Technology Group ($MRVL) and achieving consistency quarter to quarter and year to year is a challenge. With the economies around the world stressed with higher inflation and the tightening from central banks, meeting earnings estimates is becoming […]

A favorite podcast: Stocks Are in the ‘Death Zone.’

| February 25, 2023

Jack Hough is a favorite Barron’s Magazine writer and #streetwise podcast host wrote “another” interesting investing article and interview this week: U.S. stocks have entered the “death zone,” a top Wall Street strategist wrote this past week. I detected a bearish undertone. The phrase is used by mountaineers to describe heights where humans can’t live […]

Excellent Barron’s article on tax-lost harvesting strategies

| November 17, 2022

In Barron’s Magazine (11/10/2022), there was an excellent article by Karen Hube on “How to Use This Year’s Market Tumble to Reduce Your Tax Bill.” The read is helpful for those contemplating a way to use their losses to offset what they may have sold … or using the “market tumble” as a way to book […]

Big news: Twitter accepted buyout offer from Elon Musk

| April 26, 2022

The financial markets have been following the Federal Reserves messaging regarding tightening their easy money policies and has been selling off the last few days. The more aggressive, but late stance to slow inflation is one needed piece of the puzzle … although also heights concerns over slow growth or even a recession. That news […]

From not being diversified to owning too many tickers?

| October 12, 2021

For most investors, the normal criticism is that they are not diversified enough … or at least they often own too much of one sector or one stock (happened in the old days when companies often matched or did a partial match in company stock). I’ve tried to keep “diversity” in mind over my lifetime […]

What are you going to invest in if inflation continues to rise?

| September 3, 2021

A friend asked me the other day, “what are you going to do if inflation becomes a bigger problem than it is already?” Good question … the canned answer (safe answer) is to be diversified. The reality is far more challenging. There was a day when the first reply was to own hard assets like […]

Primer: An retirement savings decision making cheat sheet

| August 14, 2021

The older I get, the less investment risk I’m comfortable taking. Perhaps it is not the age thing, but having experienced stock market gyrations and what happens to our investments? For those of us in small business or in the gig economy, and increasingly for those who move from company to company, we are our […]

What are we looking for from retirement investments?

| July 1, 2021

While reading one of my favorite investment strategist, Brett Owens wrote a REIT and CEF-focused Contrarian Outlook newsletter and occasional webinars that I enjoy. He commented tongue-in-cheek … that “we dividend investors really only need three things:” Hm, how hard can that be?   Brett partnered with Tom Jacobs a few years ago to write […]

Who knows when we are closing in on a stock market top?

| June 9, 2021

When it comes to investing, I’m primarily a “value investor” who relies on fundamentals, but as for “trading,” which I have tinkered with for 30 years now, I’m an advocate self imposed rules and focusing on channel trading. Of course there are zillions of gurus boasting how they have perfected buy and sell signals, I […]

Investing: Buying Vertex $VRTX for 2021 and hopefully beyond

| March 25, 2021

For the most part, I’m a conservative investor, although a regular channel trader, and I rarely speculates on risky upstarts, IPOs, zero-profit tech stocks, pharmaceutical long-shots or the latest crazy … cryptocurrency trend. Since most “risk” involves speculation, I see it more akin to gambling than eyes-open informed value or growth investing … both which […]

The retirement dividend income plan was challenged in 2020

| February 17, 2021

For those of us living in a post-pension world, planning for retirement comes down to how much can be saved in 401K and IRAs … and how to make it last once retired. Most people rely on the “multiple buckets approach” to coming up with enough dollars to pay for bills and “hopefully” live comfortably […]

Watching stocks tank day after day requires a strong stomach

| March 10, 2020

The “old school” razor sharpening animated GIF below has NOTHING to do with my emotional state after stomaching Monday’s stock market crash and “oil war” between Russia and Saudi Arabia … so don’t read anything into my poor attempt at humor. After watching the DOW drop over 2158 points and seeing the index close just […]

Trading and Investing in Energy has not been the wise move

| February 19, 2020

Those of us who spend any amount of time investing or trading stocks enjoy the good feeling when we’ve studied and made positive investing moves … but we also tend to ignore the stupid trades. Looking at today’s chart of Exxon $XOM (5.80% annual dividend), there is no way I can positively spin one of […]

What is going to stop the US stock market and $AAPL stock?

| January 18, 2020

While working on post highlighting the DJIA crossing 29,000, I realized that the stock market has blown through that milestone and is rocketing towards 30,000 and that I’ll have to start over (probably a “worry-wart” post is coming). One of the big contributors to this Dow Jones Industrial Average is Apple ($AAPL). It just continues […]

Are a few big tech companies getting a bit pricey?

| January 11, 2020

Forgive me for being a bit redundant in worrying (again) about the hot tech stocks like Apple (AAPL), Google (GOOG), Facebook (FB), Amazon (AMZN), Tesla (TSLA) and Netflix (NFLX) among others as the Dow Jones Industrial Average flirts with 29,000 in mid-January 2020 (even a broken clock is right twice a day! ― Marie von […]

Nobody likes investing when there is blood in the stock market?

| August 5, 2019

Monday, August 5th, 2019 was not a good day to be long in the stock markets – WSJ update.  I think we are often too complacent with investing and fall victim to the “stay the course” and invest for long run mentality. It is easy to forget just how painful market drops can be.  Economist […]

Investing during the first quarter 2019 has been rewarding

| May 1, 2019

Those of us invested or following the stock market either with individual stocks, mutual funds or ETF index funds have to be pleased with the rebound in the economy since December 2018. The first quarter has rewarded those who remained invested (so as long as they have been diversified) for the long haul. Even with […]

A question from a novice investor planning for retirement

| March 17, 2019

Years ago I thought I could outsmart the market … and in the 1990s when the tide was lifting all boats, I could … but that was before algorithms and computerized trading. I’ve since learned not to continue that dangerous “day-trading game,” at least for the most part. Still, new investors see a “system” working […]

How does a rock solid dividend stock sound about now? $RPM

| January 2, 2019

Are you looking at top quality dividend stocks? RPM International is a buy and hold stock that has a track record of increasing cash dividends to shareholders that can’t be match by many companies. Today it was down 1.87% to $57.68/share and is starting to look attractive again (at some point I’ve got to believe […]

Markets rallied, and as one headline stated, Ratemania!

| November 28, 2018

The Dow closed up 618 points on Wednesday after the Federal Reserve chief Jerome Powell indicated that "interest rates are just below the neutral level that neither aids or hinders economic growth." Investors looking for something positive as they wait hoping for some good news during the G-20 meeting between President Trump and China’s Xi […]

How prepared are we for the next economic downturn?

| November 13, 2018

After Monday’s selloff (see below), what lies ahead for the U.S. economy? That thought has some of seriously thinking the next economic downturn could come sooner rather than as expected … later. The sell off … "again" … has me wondering if we are prepared for the next recession? Is the U.S., or the world, […]

Hurricanes and the stock market – duh, it’s October

| October 12, 2018

Q: Why am I not surprised to see U.S. stocks extend Wednesday’s ugly losses with more selling on Thursday? A: Because it is October! Well because the talking heads that “I listen to” point out just how strong our economy is and that corporate earnings are strong, consumer confidence high and the regulation and tax […]

ISS & FaceTime with Annalyn brightens an otherwise sour day

| October 11, 2018

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Tech Friday: Facebook stock drop demonstrates investing risk

| July 27, 2018

If you have any vested interest in the stock market, Thursday’s huge drop for social networking’s behemoth Facebook ($FB), demonstrated what go up, can come down … and can come down fast! The "biggest ever one-day loss in market value for a U.S. listed company" happened yesterday and saw investors in $FB (or any pension […]

How to best give investing advice to family and friends – DON’T!

| July 19, 2018

One of the topics of conversation for me throughout the years has been investing and trading. I enjoy the research and challenge, but having made many bad picks and mistakes, also realized just how dicey this is. This has made me sensitive when talking too specific with family and friends … even though I enjoy […]

Tariff fears ease and buying on Wall Street resumes

| March 5, 2018

After President Trump’s bombshell about placing tariffs on US imported steel and aluminum last week (although he did suggest it during his campaign for president), comments made later made it sound like cooler heads may prevail — that … and the fact that many of President Trump’s advisors remained quiet or gingerly disagree. Speaker Paul […]

A book on Value Investing and the #TwitterLockout

| February 23, 2018

New "old" reading this week as I picked up "The Little Book of Value Investing" by Christopher H. Browne. The information is something I should know more thoroughly than I do and the reading is relatively easy as value investing is a time tested concept proven over the years by investor gurus like Benjamin Graham […]

Oil drops to $59/bbl. Will it change the inflation forecast?

| February 9, 2018

With the rapid drop in oil prices, and equal "10% correction" in the overall stock market, will improving wages offset by falling commodities (oil) cause the Federal Reserve rethink their concern that inflation is picking up? Current thoughts were that we could see three quarter point rate hikes in 2018 if the economy continues to […]

Financial markets continue down – DJIA off another 1033 points

| February 8, 2018

So much for the "good news" that tax cuts will eventually providing revenue by helping the economy grow. The "hope" is that over time the economy growing will put more people to work (it is) and that the snowball would eventually grow paychecks (it is) AND that we could begin to reduce our country’s yearly […]

Huge stock market sell-off. The economy is strong. Time to buy?

| February 2, 2018

I played the “high risk, high reward” game on Friday while watching most if not all stocks collapsed over rising interest rate concerns. It looks more likely that the Federal Reserve may have to be more aggressive in raising rates in order to control inflationary pressures after the jobs report. Unemployment is low, the economy […]

Closing in on a GOP Tax Plan vote – all signs point to Tuesday

| December 18, 2017

While waiting for the predicted Tuesday vote on the GOP Tax Plan that has been anticipated ALL year, it is looking like it might actually get done in 2017. It has not been easy or as simple as many of us wanted “Tax Reform,” but the corporate tax cut will make the U.S. more competitive […]

Tech, tech, tech – Nasdaq stocks rocked on Friday

| October 28, 2017

A rocking bunch of positive earning from tech companies push companies like Google, Amazon, Apple, Facebook, Netflix, Microsoft, Intel and even Twitter higher. Although some financial analysts are recycling the “irrational exuberance” term, the excellent quarterly financial numbers are actually a reason for a positive attitude. I’m still nervous as to all the unknown surprises […]

Why be cautious with such hot financial markets, corporate tax cuts around the corner and the promise of tax reform?

| October 13, 2017

The early 1980s were challenging as manufacturing headed overseas, inflation ate up the buying power of every dollar and the cost to borrow was at an all time high. In fact, Brenda and I were giddy to have acquired a 12% mortgage on our first house in 1982 because our friends were applying for new […]

Investors are getting nervous over face-off with North Korea

| August 10, 2017

With the tension rising between the U.S. and North Korea over nuclear weapons, the broad financial markets headed lower today for the first time in a while (or so it seemed). The often cited DJIA closed down 204.69 or about 1% while the Nasdaq doubled that move at 2% down. Even though the tone was […]

Oil continues to dampen spirits of shareholders of Big Oil

| June 21, 2017

While the economy slowly improves and Wall Street waits with anticipation for congress to act on tax reform and in particular tax cuts that will bring the corporate tax in the U.S. in line with the rest of the world, oil companies continue to struggle. Obviously we’re still using oil … but the "glut" is […]

Looking for a beaten up stock? Look at FireEye – $FEYE

| April 27, 2017

Once a cloud-computing software security darling, FireEye has taken it on the chin and then some. Concerns still abound, but from most accounts, a bottom in stock price may have been found. It is particularly encouraging that Goldman’s Gabriela Borges, a software security analyst, has issued a “buy” recommendation and believes the stock will rally 18% […]

Tired of the financial markets making new record highs?

| February 21, 2017

Once again the US Financial market rose to new record highs on Tuesday as the Trump rally continues to encourage investment and hope for earning, regulation reductions and tax relief. Likely those three biggies will either get done and satisfy investors or disappoint with a delay and trigger a sell-off. Who knows if congress can […]

U.S. Stocks Post Biggest One-Day Rally Since Election

| December 7, 2016

U.S. stocks charged to fresh highs, with major indexes logging their biggest one-day rally since the election. See WSJ story.

How much longer will the Trump Rally last?

| December 5, 2016

The exuberance is everyway if you listen to the talking heads on cable business news shows as all but "one" component of Pres-Elect Donald Trump’s platform is good for business, jobs and the economy. Unfortunately it is the component that the media and Twittersphere is currently focused on … a 35% tariff on U.S. companies […]

Twitter investors and stock traders see different things $TWTR

| August 11, 2016

Get hammered, bounce back. After promising news of more live event streaming, and peppering in a few buyout rumors, $TWTR could really be off to the races (again). It’s a chart only a "trader" can love … since investors question Twitter‘s business model and management. A chart for the summer of 2016 tells the tale. […]

Financial markets — Yesterday down, Friday up?

| February 12, 2016

Markets gave back yesterday’s losses today as some thought the selling was a little too panicked. A bit of news from the oil cartels about curtailing output had oil move up and that kicked off a wave of buying the beat up stocks.The close is near in the posted charts and the close for the […]

Cheap oil, negative returns and a confused Fed

| February 11, 2016

Markets took a wild ride today on very weak economies around the globe and oil dropping to nearly $26/barrel. UAE minister hinted at OPEC talking about production cuts, the markets Aftercame back from its lows. The pain was particularly hard on banks as monetary policies in more nations move into negative returns (negative interest rates) […]

Uncertainty, regulation and taxes taint the year for investors

| December 16, 2015

The relatively flat year for stocks reflects the sentiment of many Americans who instinctively know the long and slow economic recovery has been unnecessarily hindered by politicians. The United States is certainly capable of stronger grow overall and in my opinion the blame lands heavily on the burdensome regulation, high corporate taxes and bloated government […]

The stock market drops again as oil prices remains weak

| December 11, 2015

Stocks have been in decline as investors wait for the Fed to either “move” or get off the pot this month. Adding to the misery for those who are thinking they are in long “safe” dividend paying stocks, like those in energy, they are nervous too.  While the economy is not particularly bad, the deflationary […]

Confused over direction: Both for Twitter and $TWTR stock

| October 29, 2015

Now that the popular social networking company Twitter has a “rudder,” Jack Dorsey, CEO, one would think confidence  would be higher? That is difficult to tell when reading and monitoring those who are paid to research, have deeper insight and advise investors (graphic on right). The consensus is wildly split, both on the direction of […]

A terrifying day for those invested in the financial markets

| August 24, 2015

The trading day is not over yet, but the moves on Wall Street and with individual stocks or indices have been unprecedented today. We are currently down 600 points on the Dow Jones Industrial average with an hour left in the day, but that almost seems mild compared to the onslaught of sell ordering in […]

DJI oil, tech, retail, industry stocks officially in bear territory

| August 21, 2015

Even though I’ve already posted on the recent plummet in the financial markets , the heavy volume and substantial daily moves like we’ve seen the past couple of days deserves a second post. Dow Jones Industrials on Friday afternoon August 21, 2015 Friday (August 21, 2015) was another sour day for investors who are holding […]

Tech stock rise and text stocks fall – difficult evaluation

| August 6, 2015

I’ve been watching some tech stocks climb as their valuations seem exorbitant while others languish; it makes little sense to me. Stocks like Apple ($AAPL) look oversold considering their  while IPOs in other startups continue to attract money. Then there is the companies heavily used and relied on by media and celebrities alight, Twitter ($TWTR) […]

Can $TWTR turn things around without being acquired?

| June 15, 2015

With the stock market opening off 150 points or so this Monday morning, the short sellers are having their way with the social networking stock of Twitter. TWTR is down 3.8% to $34.50 as of 11AM. What is it going to take to see this commercially and widely used service change direction … or will […]

Typical risk-off trades – DJIA ends 1st quarter 2015 in the red

| April 1, 2015

Watching the commodities today … particularly oil and precious metals. In the “classic risk off trade,” when stocks are selling off, gold rises (chart right – Business Insider). Looking a little more down the road, investment banks who follow crude oil futures see the price on a slow rise after a weak winter and spring. […]

Adding Exxon ($XOM) to a long hold dividend paying portfolio

| February 25, 2015

With oil prices down and the stock market in rally mode (particularly these top 5 Nasdaq stocks), it might be time to nibble on a few of TheStreet Ratings best Oil and Gas companies (below).  I’ve been watching a few of the “big oil” companies figuring it was time to start building a more diversified […]

US Stock Markets – DOW and S&P500 closing at record highs

| February 13, 2015

The U.S. stock market rallied this week and closed Friday in nose bleed territory. The Dow finished the day at 18,019.35 up 47 points and S&P 500 setting a new record as well up .41 percent at 2096.99. The Nasdaq was up as well and closed at 4893.84, nearing its old high of 5,048.62 back […]

Where will the stock market end the year?

| November 7, 2014

The Stock Trader’s Almanac is always an interesting read in referencing history when it comes to forecasting market moves. If their research is correct we may still have 5-10% to grow. Quite bullish. Since the great stock washout of 2014 the S&P 500 and Dow Jones Industrial Average have gone up about nine percent in […]

Investors get jittery and decide to sell – DJIA down 335 points

| October 9, 2014

Volatile financial markets seesaw so far this week. From 2% down on Tuesday, to 2% up on Wednesday and now back down 2% on Thursday … Friday should be an interesting day and right in keeping with October trading. Here are a few thoughts from Jeff Macke (Yahoo Finance) concluding that the “stock market has […]

Reducing the IRS corporate tax bite with oil industry MLPs

| July 22, 2014

After my recent visit to North Dakota and the oil fields … AND seeing what has happened in one short year, I talked with my son ways of trying to invest in this oil boom (the “invest in what you know” philosophy). Of course I tried to look at what he sees from a “planners” […]

Looking for a few investment ideas – CVS but not SiriusXM

| June 12, 2014

It is getting easier and easier to stream a variety of content while driving from my iPhone using BT to my car radio nowadays … even in my older Mercedes 300D (to a newer radio). At one time SiriusXM was the way to get uninterrupted news and content while driving longer distances with limited Slingbox […]

Wondering if the stock market and DOW will keep climbing?

| June 6, 2014

While closing the first full week of June on a rather high note (all time high!), the financial markets and Dow Jones Industrial Average pushed ever closer to 17K — DJIA closed at 16,923.77 up 87.66 (0.52%). I’m probably not the only one wondering how companies can keep performing when consumers have fewer dollars leftover […]

TechFriday: Investing in UAVs and drone technology

| April 25, 2014

You’d be hard pressed to find those looking into investment ideas not mentioning companies developing or researching drones, quadrotors and UAVs.  Over the next decade I confident that we will see advancements and debate on how and where they should be used. The technology patents will be fought over and money will be made and […]

Desultory - des-uhl-tawr-ee, -tohr-ee

  1. lacking in consistency, constancy, or visible order, disconnected; fitful: desultory conversation.
  2. digressing from or unconnected with the main subject; random: a desultory remark.
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