The Truth Is In…

in Stock Analysis by

Who ever said, “vino veritas” (in wine, there is truth), hasn’t written enough. I say, “in writing veritas.”   MarketWatch asked me to write an article about one’s investment strategy in the interest rate environment on the horizon.  When I first sat down to write, I thought that I was a bit neutral on the direction of interest rates. However, by the time I finished (as you’ll see), it was painfully obvious that interest rates are more likely to go down than up. It’s a story of global prosperity that has been in part prepped up by finite sources (mostly debt).

I would not bet my career or even a bottle of fine beer (Fat Tire – those in Colorado will know), but there are too many “uncertainties” on the horizon for higher interest rates.  In the article, I offered two stocks, Glaxosmithkline (GSK) and Johnson & Johnson (JNJ)  that should do well in any interest rate environment.



  1. Nice article. I like your writing style … it’s succint with a touch of humor. Your honesty (i.e., who knows where interest rates are going to go …) is refreshing. I look forward to reading your book in September. TIM

Leave a Reply

Latest from Stock Analysis


Thoughts on iPhone 6s

Writing is a very weird experience for me. Sometimes it feels almost
Go to Top