January 27, 2021

The Nifty Fifty and the Old Normal

A podcast listener asks: About mid-to-late 2019 I said f*ck it and put most of my portfolio into Facebook, Apple and Microsoft and have done really well. Why shouldn’t I put every penny into these stocks (along with Amazon, Netflix and Google) and just wait for other businesses to get closer to them? I can’t help but be curious about names like SHOP (Shopify) and SPOT (Spotify) and eventually the Airbnb IPO. B...

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The Best and Worst Quarters in Stock Market History

The first quarter of 2020 saw the S&P 500 fall 19.6%. The second quarter of 2020 saw the S&P 500 rise 20.5%. Add this up and on a total return basis the U.S. stock market was down just 2.7% through the first half of the year. With everything that’s going on in the world this year, being down less than 3% feels miraculous. The first quarter of the year was so bad and the second quarter of the year was so good...

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Animal Spirits: Existential Hurricane

We discuss: A second wave of worries about the economy How do restaurants survive this crisis? Could we see multiple economic pullbacks this year? Why the government has to extend the unemployment boost The Fed is worried about the banks — should you? What if low rates are here to stay for a long time? Why working from home may have legs Is New York commercial real estate a big short? How bad would things look for ...

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The Gold Breakout

This is the biggest story of the week. Here’s JC Parets at All Star Charts: There has only been one other month in the history of the universe where Gold closed at a higher price than it did yesterday. That was August of 2011. The trend here is still up: There will be a lot of conversations about why it’s going up. Some are buying because of the coming political instability surrounding the election. Some are ...

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The Gold Breakout

This is the biggest story of the week. Here’s JC Parets at All Star Charts: There has only been one other month in the history of the universe where Gold closed at a higher price than it did yesterday. That was August of 2011. The trend here is still up: There will be a lot of conversations about why it’s going up. Some are buying because of the coming political instability surrounding the election. Some are ...

The post The Gold Breakout appeared first on The Reformed Broker.

Early Warning Signs of a Dividend Cut

Investors in Dividend Growth Stocks look for stocks that will provide a predictable, sustainable and growing income from dividends. It is bad when a company fails to raise its dividend at its appointed time; However, it is much worse when a company cuts its dividend. In most cases the companies' investors should not have been surprised because there are usually early warning signs that foretold a

To continue reading, please click on the article title above...

Early Warning Signs of a Dividend Cut

Investors in Dividend Growth Stocks look for stocks that will provide a predictable, sustainable and growing income from dividends. It is bad when a company fails to raise its dividend at its appointed time; However, it is much worse when a company cuts its dividend. In most cases the companies' investors should not have been surprised because there are usually early warning signs that foretold a

To continue reading, please click on the article title above...

Why would anyone invest right now?

  Get The Compound delivered to your inbox, subscribe here! Michael Batnick and Josh Brown discuss the hottest topics of the moment, including: * Is there a such thing as learning too much from economic history? * The flight to the suburbs is real and probably not going to end anytime soon. * What to make of lululemon’s $500 million acquisition of home workout company Mirror. * Small cap value historically lea...

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Every cent, plus interest

Two weeks ago we paid back the entirety of our loan to JPMorgan Chase that we had borrowed under the Payroll Protection Program. Every cent, plus interest. We’re replacing it with a traditional line of credit from Chase. Because of the uncertainty from the pandemic and resulting economic shutdown, we’re going to add this option to give us the financial flexibility to deal with whatever may come. This is not a ...

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