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The Benefits and Disadvantages of an Index Fund Investing Strategy

Index fund investing is a strategy in which an investor purchases shares in a fund that tracks a specific market index, such as the S&P 500. This approach has grown in popularity in recent years as a passive investment strategy and is now estimated that almost half of the

Which Investing Strategy Is The Best One?

Investing can be a daunting task for many people, especially for those who are new to the world of finance. With so many different strategies to choose from, it can be difficult to know which one is the best for your needs. In this article, we will explore some of

Why Investing Is Better Than Saving

Investing is an important aspect of managing one's finances. Most people understand this. It can help to create wealth, meet financial goals, beat inflation, and save for retirement. But why is investing better than saving? One reason investing is better than saving is because of the power of compounding over

The Benefits and Risks of Small-Cap Investing

Investing in small-cap companies can be a great opportunity for individual investors with limited capital. Small-cap stocks, or stocks of publicly-traded companies whose market capitalization ranges from $300 million to approximately $2 billion, can offer significant upside growth potential and unique investment opportunities. One of the primary advantages of investing

Tech Wreck: What's Causing All These Layoffs?

Tech companies have been laying off workers by the thousands over recent months continuing a trend that gained steam last year. And these layoffs are happening faster than they did at any time during the pandemic: The latest major rounds of layoffs include Amazon and Salesforce which announced on January

Will Inflation Increase or Decrease in 2023?

Inflation, measured by the Consumer Price Index (CPI), is the rate at which the general level of prices for goods and services is rising, and subsequently, purchasing power is falling. The inflation rate in 2023 is a topic of debate among economists and financial experts, with some predicting an increase

Top 5 Aerospace & Defense Companies in the U.S.

According to a report titled "The Americas Top 5 Aerospace & Defense Companies - 2022 - Strategic Factor Analysis Summary (SFAS)," released in 2022 by Research and Markets, the world's largest research source, the top five aerospace and defense companies in the United States are Lockheed Martin, Northrop Grumman, Boeing, General

4 Reasons Why Stock Market Forecasting Doesn't Work

We've all seen interviews with people on various financial media outlets telling you where they believe the stock market is headed in the future. Of course, we want to believe their financial forecasts. It is a comforting thought to entertain: someone might know the true answer to the future price

10 Investing Tips From Superinvestor Peter Lynch

Peter Lynch is one of the most successful investors of all time, having managed the Fidelity Magellan Fund from 1977 to 1990. During his tenure, he grew the fund's assets from $20 million to $14 billion, earning an average annual return of 29.2%. Lynch's investing wisdom has been sought

4 Dangers of Mutual Funds and Why Some Investors Avoid Them

Mutual funds have long been touted as a safe and reliable investment option for individual investors. These pools of money, managed by professional fund managers, allow investors to gain exposure to a diversified portfolio of stocks, bonds, and other securities with a relatively small amount of money. However, in recent

The Trillion Dollar Economy Club

There may not be any individuals in the trillionaire club yet, but there are plenty of economies. Here is an overview of the world's trillion-dollar economies, which are countries whose GDP (gross domestic product) exceeds one trillion dollars. As of April 2022, there are 19 countries that fall into this

The 10 Biggest Industries in the U.S. by Revenue

The United States is a world economic powerhouse with the largest nominal GDP (gross domestic product) in the world, valued at around $25.35 trillion which translates to about 24% of the world's nominal GDP. The U.S. economy is composed of a diverse and dynamic set of industries spanning

Current State of the U.S. Housing Market

It appears that there is a mixed outlook, not surprisingly, on the state of the U.S. housing market. We've all seen the sky high listing prices in the past few years and many wonder what will come next. Will demand slow or increase? What will mortgage rates do? The

Jack Ma Relinquishes Control of Ant Group

Ant Group, the Chinese fintech giant, has announced that billionaire Jack Ma will no longer be the controlling person of the company. According to a statement from Ant Group, the change is being made in order to reduce the company's reliance on Ma, who co-founded Alibaba Group and helped establish

Why ESG May Be Detrimental To Your Investing Health

ESG investing, also known as socially responsible investing or sustainable investing, is a type of investment strategy that considers environmental, social, and governance (ESG) factors in addition to traditional financial considerations when evaluating potential investments. The goal of ESG investing is to generate both financial returns and positive societal and

6 Reasons Bitcoin Might Be a Better Store of Value Than Gold

Bitcoin has often been compared to gold due to its rarity and decentralized nature, but many believe it has the potential to be a superior store of value. Here are six reasons why bitcoin could potentially be a better store of value than gold: 1. Limited supply: The total supply

How Money Printing Leads To Inflation

Inflation is an increase in the general price level of goods and services in an economy over a period of time. When the general price level rises, each unit of currency buys fewer goods and services; consequently, inflation reflects a reduction in the purchasing power of money – a loss of

10 Investing Principles of Legendary Value Investor Seth Klarman

Value investing is a long-term investment approach that focuses on buying undervalued securities in the stock market. It is based on the idea that by purchasing stocks that are trading at a lower price than their intrinsic value, investors can achieve superior returns over the long run. One of the

Bitcoin's Terminal Inflation Rate of Zero

Bitcoin is a decentralized digital currency that uses cryptography for secure financial transactions. One of the key features of bitcoin is its terminal inflation rate of zero, which means that the supply of bitcoin will eventually reach a maximum and will not increase beyond that point. The total supply of

The Risks of Investing in China

Investing in the stock market can be a risky endeavor, and investing in Chinese stocks can be particularly risky due to a number of factors. One major risk of investing in Chinese stocks is the lack of transparency and regulatory oversight in the Chinese financial market. China has a history

Americans Regret Not Investing More, Household Spending Rises, Bill Miller on Bitcoin, Euro Energy Crisis, Housing Market Trouble

"All the math you need in the stock market you get in the fourth grade." - Peter Lynch INVESTING * A significant portion of stock market success is doing nothing (Onveston) * Nearly 50% of Americans regret not investing more in stocks in last 10 yrs (CNBC) * If Energy Stocks Are Undervalued,

Icahn On Investing, What The Fed Gets Wrong, Binance Buys Voyager Assets, Nuclear Power Too Slow, Home Flip Profits Drop

“It is better to be roughly right than precisely wrong.” ― John Maynard Keynes INVESTING * SEC proposes the biggest stock trading update since 2005 (Morning Brew) * BlackRock’s Top Bet Is Shunning Sovereign Bonds in All Scenarios (Bloomberg) * The Santa Rally Is Seriously In Doubt (ValueWalk) * Carl Icahn on investing... Carl

When To Bet Big, Fed Hikes .50, Will Binance Fail?, Arnault Overtakes Musk, Unreliable Electricity, Rents Slide

INVESTING * 5 Behavioral Tricks for Long-Term Investors (Validea) * When to Bet Big, and When Not To (Safal Niveshak) * Don’t Try to Get Rich Twice (AWOCS) * Plan For Change Or Change Your Plan (Tony Isola) * Howard Marks: Much Better Prospects For Bargain Hunters in This Changed Environment (Acquirer's Multiple) * Bill

Say NO to Theme ETFs, Fed's Steepest Tightening, Phone Calls on Flights, SBF Arrested

“The individual investor should act consistently as an investor and not as a speculator. This means that he should be able to justify every purchase he makes and each price he pays by impersonal, objective reasoning that satisfies him that he is getting more than his money's worth for his

When They Say Sell, Online Prices Fall 2%, Carvana Crash, Secret Gulf Fam, Climate Change Lockdowns, SBF Didn't Like Bitcoin

"As I look back now, it's obvious that studying history and philosophy was much better preparation for the stock market than studying statistics. Investing is an art, not a science and those who are trained to rigidly quantify everything are at a huge disadvantage." - Peter Lynch INVESTING * The Risk

Long-Term Investing Is Hard, Inflation at 8.2%, Kroger to Buy Albertsons

INVESTING * Bitcoin Becoming Less Volatile Than Stocks Raises Warning Flag (Yahoo) * Long Term Investing is Hard (Safal Niveshak) * John Rogers: There Will Always Be Opportunities For Value Investors That Are Left In This Market (Acquirer's Multiple) * Collapse of Cathie Wood & ARKK Was ‘Coming’, Says Michael Burry (ValueWalk) * An important question

Klarman's Mind, Bernanke's Theoretical Nobel, Consumers Paycheck to Paycheck Living Rises

INVESTING Inside the Mind of Young Seth Klarman Ten years into his career, we can see the young Klarman operate a nimble Baupost during the golden age of value and distressed investing — a much less competitive market with regularly occurring credit cycles. “We want to stay small because it is

Investors' Worst Enemy, Earnings Hint Recession, Costco Cheap Chicken, State of Housing Market, Bitcoin Rainbow Chart

INVESTING Why You May Be Your Own Worst Enemy as an Investor Howard Marks says... Stores are more crowded when there’s a sale going on. But in investing, the buying counter at the exchange is less crowded when there’s a sale going on, when prices are falling. Superior

Anti-Consumer 'ESG' Investing, Unemployment Rate Falls, The Industry Power Curve, TikTok Losses Swell, French Uranium, Mortgage Rates 20 Year Highs, Zillow's Last Flips, Digital Yuan Expiry Date

“Intelligent investing is not complex, though that is far from saying that it is easy. What an investor needs is the ability to correctly evaluate selected businesses. Note that word ‘selected.’ You don’t have to be an expert on every company, or even many. You only have to be

Never Lose Money, U.S. Interest Rate Hikes Speed, Lab-Grown Foie Gras, Musk & Twitter 3 Week Deadline, Porsche Overtakes VW, OPEC+ vs. U.S. Oil & Gas, $536M BNB Hack, Coinbase Documentary

“When you sell in desperation, you always sell cheap.” – Peter Lynch INVESTING Beat the Market with Rule Number 1: Never Lose Money "Rule #1: Never lose money. Rule #2: Never forget Rule #1." - Warren Buffett The title of Phil Town’s best selling book (Rule #1) comes from Warren

The Illusion of Safety, Top 10 EV Battery Makers, OPEC+ Oil Cut, Primary Energy Sources, First 2-Story 3D-Printed House, Celeb Crypto Crackdown

“Treat what you don’t have as nonexistent.  Look at what you have, the things you value most, and think of how much you’d crave them if you didn’t have them.  But be careful.  Don’t feel such satisfaction that you start to overvalue them — that it would

Use Debt Like The Rich, Dividend ETF Inflows, Job Openings Drop 1.1 Million, Musk Reversal on Twitter, OPEC Cuts

"Whenever you find yourself on the side of the majority, it is time to pause and reflect." - Mark Twain INVESTING What you need to know about how the rich use debt Nice concise thread from Codie Sanchez on how to use debt properly. If you don't understand debt, you'll

Spooky Dotcom Bust Parallels, Worst Inflation, OPEC Fights The Fed, Tokyo Shoebox Apartments, Top 10 Housing Market Affordability

“The capacity to mass-produce books was incredibly subversive to medieval institutions, just as microtechnology will prove subversive to the modern nation-state.” - The Sovereign Individual: Mastering the Transition to the Information Age INVESTING Big Tech Stocks Plunge with Spooky Parallels to Dotcom Bust: -25% to -66% from Highs so Far

PE Ratio Reality Check, Down 80% Club, Gen Z's Fave Brands, Tesla Humanoid Hello, China Headaches, NFT Volume Collapse

INVESTING How much worse can it get? QTR provides us a wonderfully blunt, and useful, exposition of how the situation in the markets could easily become darker. The following is probably not what most of us want to see, but it is the current reality nonetheless... As The Leuthold Group

'Average In' to 'Unloved' Stocks, Economic Uncertainty Visual, Druck says Recession in 2023, Home Heating Costs Rising, Income Needed to Buy House Doubles, $1.3M NFT Backed Loan

INVESTING 'Average In' to What’s Out-Of-Favor and Unloved Now Consider the various narratives floating atop the markets : "A friend of mine in the business, Charles Gave of all things a really good French economist. Hard to imagine, but really good French economist, likes to talk about the media and

Major Drawdown, Patience Opportunities, Will Fed Crash Economy?, Biggest Private Companies, 40 Yrs of Global Energy, Land Shortage, Crypto vs. Dollar

"Time is our most valuable non-renewable resource, and if we want to treat it with respect, we need to set priorities." - Albert-László Barabási INVESTING The Major Drawdown in U.S. Equities & Fixed Income The Ten Commandments of Investment Management Investor Monish Pabrai defines his ten commandments of investment management.

Navigating Market Cycles, Why U.S. Should Reject CBDC, American Gen Spend, California Natural Gas Heater Ban

"When things go badly, people become cautious. Then their caution causes things to go well, and when things go well, they become incautious. I think that's a forever cycle." - Howard Marks Jump to: Energy, Business, Economics INVESTING Navigating Market Cycles w/ David Stein David Stein is a former chief

Why Should the U.S. Reject Central Bank Digital Currencies (CBDCs)?

As of May 2022, more than 100 countries*, representing 95% of world GDP, are in some phase of CBDC exploration. Why are these central banks so interested in a CBDC? Some claim it's because it would enable central banks, and governments, to track and control citizens like never before in

Apple will manufacture iPhone 14 in India

With mounting geopolitical tension, never-ending pandemic lockdowns and persistent supply chain issues, many manufacturers are moving production away from China. The latest announcement from Apple will see their iPhone 14 manufactured in India. This is a bigger deal for India since the iPhone SE started production there in 2017. Apple

Downturn Value Generation, Pumpkin Spice Power, 'Fossil Fuel' Invention, iPhone 14: Made in India

Jump to: Energy, Business, Economics, Investing "The disciplined pursuit of bargains makes value investing very much a risk-averse approach. - Seth Klarman (Margin of Safety) INVESTING Generate Value in Market Downturns In this latest post, Joshua Brown explains why you should think longterm and resist well intentioned, yet shortsighted, actions

Emotionally Powered Purchases

For consumers, the diminishing return of the pumpkin spice latte (PSL) is real, the fervor never lasts. Yet, Starbucks sold over 600 million of their PSL drinks since 2003, the year of inception. Consumers want what they can't have. And that's how this works. The availability of pumpkin spice products

Generate Value in Market Downturns

In this latest post, Joshua Brown explains why you should think longterm and resist well intentioned, yet shortsighted, actions to shield yourself from volatility and losses. He puts it this way... "If you are under the age of 50 years old and selling stocks now, having ridden the market down

Nobody is Good at This, S&P Nears Oversold, Divest From Oil? 'Absolutely Not'

Shortcut: Economics, Investing, Business "The world has become so complex that the idea of a power in which everything comes together and can be controlled in a centralized way is now erroneous." - Ulrich Beck "For the first time in history, information technology allows for the creation and protection of

Nobody is good at this

In his latest post, titled "You're not good at this", the Joshua Brown observes, "Zero percent interest rates plus fiscal and monetary stimulus with housing up 40% and stocks at an all-time high was a ridiculous policy." Unequivocally agreed. He continues, "At a certain point, a person who is charge

Rate Hikes by Country, Bearish Sentiments, Visual Income of U.S. tech firms, Ex-WaMu CEO: 'We Are In A Bigger Bubble Today Than In 2007!'

"You need to know the market's going to go down sometimes. If you're not ready for that, you shouldn't own stocks. And it's good when it happens." - Peter Lynch INVESTING * Retail investors are very bearish right now... Mom and pop have given up. This week joins just 4 others

Low on Gas, Unhappy Harvests, Tesla's Humanoid, Millionaire Mania, Know The Fed

"Technology changes, but people stay the same." - Daniel H. Wilson, 'Robopocalypse' INVESTING * How Seth Klarman Achieved A 20% Annual Return For 30 Years (DataDrivenInvestor) * Should You Invest More After Market Declines? (Of Dollars And Data) * Animal Spirits: Is a Recession Bullish? (A Wealth Of Common Sense) * Event Expectation Effects

The Infinite Game, Home Prices Decline, OpenDoor's Awful August, High-Earners v. High Taxes

"It is possible to make money— and a great deal of money—in the stock market. But it can't be done overnight or by haphazard buying and selling. The big profits go to the intelligent, careful and patient investor, not to the reckless and overeager speculator." - J. Paul Getty

Starlink Everything, Nominal Noggin, Retail Firm Spending, Electric Price Shock, Film & TV Layoffs, Stablecoin Battle

“The ultimate result of shielding men from the effects of folly is to fill the world with fools." ― Herbert Spencer INVESTING The Folly of Thinking in Nominal Terms * Reading a mainstream financial publication will let you know that since December 31, 2021, the S&P 500 is down 16.5%

Germany v. Russia, FedEx Stock Drop, Warren Wisdom, Recession Prediction, Euro Energy Jam, PE Deal Volume

"There are two kinds of forecasters: those who don’t know, and those who don’t know they don’t know." - John Kenneth Galbraith BUSINESS Germany Seizes Assets of Russian Oil Giant Rosneft * Berlin moves to take sweeping control of its energy industry, secure supplies and sever decades of

U.S. Audits China Firms, Retail Sales Up, Eiffel Tower Lights Out, Mortgage Rates Highest Since '08, "Price Matters Again", Quiet Firing

“History never repeats itself. Man always does.” - Voltaire Investing U.S. Audit Inspectors Heading to China After Landmark Agreement * Inspectors from the U.S. Public Company Accounting Oversight Board are preparing to travel to Hong Kong to begin reviewing the audit files of publicly traded Chinese companies. * The process

ETH Merge, Overheaters Prison, Flat Market, Food Prices Soar

Crypto ETH Merge Complete * The massive overhaul of Ethereum known as the Merge has finally happened, moving the digital machinery at the core of the second-largest cryptocurrency to a vastly more energy-efficient system after years of development and delay." * It was no small feat swapping out one way of running

Millionaires, Housing Market Risk, Green Rebellion, "Hike Until It Breaks"

Millionaire Statistics: How Many Americans Are Millionaires? * 21,951,000 people in the U.S. have a net worth of $1 million or more. * Among all states, New Jersey has the most millionaire households. * Only 3% of American millionaires received an inheritance of $1 million or above. * Real estate makes

China Real Estate Bubble Latest

Gathering some of the latest information on the Chinese real estate bubble. From "'The emperor has no clothes': Why China's reputation for economic management is coming undone" (Morningstar): "Polls show China's international reputation deteriorating ... stresses in the real estate sector have hit speculators hard, with real estate prices in China

Federal Reserve Officials Underperfom Stock Market

In September 2021, media reports indicated that two Federal Reserve heads carried out multiple large transactions during 2020. According to Yahoo Finance, "...both [Fed heads] were instrumental in engineering the Fed’s response to the financial fallout from the COVID-19 pandemic." Both heads later promised to discontinue trading during their

US Consumer Prices Climb For 27th Straight Month

Even with a significant decrease in gasoline prices, consumer prices have still risen overall due to an increase in cost of  food, rent, and electricity. "The consumer price index gained 0.1% last month after being unchanged in July. A 10.6% decline in gasoline prices was offset by increases