Vanity Embraces High-Priced Stocks
Olden days, management split their high-priced stock, pushing it back down into fifties. Such a gesture was considered enticing for new...
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- Apr 20, 2021
- 3 min
Silent Investors, Silent Losers
For the last several years, ultra-rich families and institutional investors stand short-changed by their investment managers. Major banks...
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- Apr 7, 2021
- 3 min
Can The Luster Last? Why The Berkshire Hathaway Annual Report Left Me Cold.
The Berkshire Hathaway annual report left me cold. You need to work through the folksiness of Warren’s commentary on his people long...
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- Mar 31, 2021
- 4 min
Is Biden’s Tax And Spend Agenda A Market Killer?
In case you haven’t noticed, there’s a major reallocation of wealth coming due if President Joseph Biden gets his $3 trillion spend...
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- Mar 17, 2021
- 4 min
Time to Invoke Jim Tobin’s Q Ratio
While working for my MBA (60 years ago) my advisor touted me off calculus unless I was going for an economist. “Nobody uses much integral...
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- Mar 17, 2021
- 3 min
Escalating Interest Rates... A Fly On The Wall
Nobody ever promised me a rose garden, but until 30-Year Treasuries pierce 3%, the market can flow on its course like Ol' Man River....
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- Mar 16, 2021
- 3 min
Can Citigroup Overcome Its Checkered History?
Money managers normally ignore past decades to concentrate on what’s ahead for a stock market next 12 months. Is it actionable, likely to...
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- Feb 24, 2021
- 5 min
My Only In America Story
Where’s to picket? Afro-American performers outdid us whites at Biden’s Capitol Hill celebration. Singers and combo-players outnumbered...
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- Feb 19, 2021
- 4 min
Overachieving Ranks Thinning for High Intensity Honchos
Hard to know who’s the smartest guy in the room anymore. Renaissance Capital, its rooms filled with numbers crunchers, flamed out while...
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- Feb 16, 2021
- 3 min
Is The Play In Cyclicals Overdone?
A year ago the going price on much cyclical paper was around 5 bucks a share. But most commodity plays in copper, steel, aluminum and oil...
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- Feb 10, 2021
- 3 min
Never Love a Stock (or Bond), It Won't Love You Back
Ambivalence is the magic word for investors whether day traders or long cycle holders like Warren Buffett. The average life of a growth...
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- Feb 10, 2021
- 3 min
Amazon, My Love-Hate Stock
I’m in a love-hate relationship with Amazon. Love…because I sit with a big unrealized gain. Hate…because Jeff Bezos toys with the Street....
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