In this post I’m going to offer some additional points on the whole active management vs index debate, as well as discuss some of the very large distortions that ETFs in particular are creating. I too often hear people arguing for one side over the other but this misses the point. It’s not a question of…
New “Income” Stock Investments
The move higher in bond yields since the election has slowly been creating some new opportunities in stocks that pay higher dividend yields. These types of stocks tend to be owned for the dividend income so they are usually more affected in the short-term by changes in the bond market (changes in relative yields) than…
A Simple Guide to Retirement
A few weeks ago I wrote a post on increasing your level of happiness and how achieving financial independence might just be the greatest source of happiness. Not because money makes you happy but because it can buy you the freedom from things that irritate you like work and its related stresses, commutes, financial stress,…
The Glacial Shifts that Affect Investment Markets
There are a couple of things I’ve been thinking about over the last year or so and a great interview last Friday with Michael Green on Real Vision TV helped me piece it all together. Quick side note – for anyone serious about following the investment markets, Real Vision is absolutely the best source for…
Emerging Tech Trends, the Snap IPO & the Country of Poyais
For anyone interested in emerging trends within technology, I encourage you to read about the India Stack and Aadhaar. I can definitely see a system like this spreading throughout the world. It accomplishes many of the efficiencies of Blockchain technology but is much easier for the average person to understand than Bitcoin. There are certainly…
My Current Outlook for US Stocks
Sometimes I’ll receive a question along the lines of “Hey, what do you think the stock market is going to do this year?” I’m assuming they’re looking for a very specific answer like “the stock market is going to rise 10% this year…” but markets and investing are not that clear cut. Even when you…
New Investment – Partnering with the Warren Buffett of Healthcare
Last week I purchased stock in a new long-term investment within my client’s Growth allocation that I’m pretty excited about. The company is called OPKO Health (OPK) and is run by Dr Phillip Frost who is often referred to as the Warren Buffett of healthcare. Studying a company’s management team and Board of Directors is…
Interesting Trends & New Investments
It’s been a while since I last posted anything. I’ve been spending a good bit of time researching some new investments and writing my semi-annual letter to clients. Here are some interesting charts and trends I’ve come across over the past couple of weeks. 1) Rent vs wages – inflation in all the wrong places…