Two weeks ago, I said that one of my favorite stocks right now is Pfizer (PFE). The pharmaceutical giant is in the middle of ...

One of the things I’ve learned after more than two decades of SIC is that the conference doesn’t really end when the final ...

Earlier this month, I headed from Virginia to Florida on the Amtrak auto train. I highly recommend this option instead of ...

Two weeks after SIC ended, I am still assimilating everything. Different pieces are connecting in my head. I would like to tell you I have a clear vision of where we are headed. Sadly, that is not ...

Good news: Tariffs will not make the world end. American businesses will do what they do best, which is adapt. While the probability of a recession has increased, we always get through it and the best ...

We like to say markets don’t lie. That may be so, but they can certainly send mixed signals. It happened last week when President Trump announced tariff rates on several important trade partners not ...

Today we continue reviewing Ray Dalio’s latest book, How Countries Go Broke. If, like me, you fear that you may soon live in such a country, Ray’s work reads like a guidebook to the future. But in ...

Extreme mood swings are characteristic of a psychiatric condition called bipolar disorder. Patients can cycle between euphoria and depression. This is difficult because we all need balance to live ...

Today we continue our study of the historical cycles suggesting a major crisis is in our near-term (5‒8 years) future. We don’t know the precise timing or nature of the crisis, but the patterns ...

Preface: I don’t think it’s just me. We are all getting overwhelmed with information and seemingly important news. What will the Fed do? Is Trump going to invade Venezuela? What about Israel? Ukraine?

Anyone else ready for the election to be over? This uncertainty is exhausting, no matter how you want it to end. But sadly, it won’t really end. We will just transition to a different uncertainty over ...