I was finally able to do something I have tried to do but could not for ten years! We have built a dividend portfolio that’s “all-terrain” and that yields ……
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Market
This is an excerpt from letter I wrote to IMA‘s clients. Our thinking about coronavirus has evolved significantly over the last few weeks. Our initial optimism that it would send…
I recently spoke with Andrew Horowitz at “The Disciplined Investor” podcast. He graciously allowed me to share my part of the interview with you here. We discussed this recession and…
With stock prices sinking fast, a client emailed me saying, “Your move, boss.” So here is our move: Especially in this coronavirus crash, we continue to seek out what we…
Below is a letter we recently sent to clients about how we are responding to the recent market selloff. “But investing isn’t about beating others at their game. It’s about…
As I was writing this, I got an email from a client saying, “Your move, boss.” So here is our move. I can only characterize our “move” as just another…
This article will tackle the big, really new news. Saudi Arabia announced that it will increase oil production from 9.7 million barrels a day to 10 million and then to…
This article was originally written in 2020, but it still rings true today. Party like it’s 1999 – this was the theme of our IMA annual meeting in 2019. This…
My business is to constantly look for new stocks by running stock screens, endlessly reading (blogs, research, magazines, newspapers), looking at the holdings of respected investors, talking to a large…
I simply don’t trust the fundamentals of the global economy right now. The system is built on quicksand. Debt is growing globally and governments are running huge deficits while interest…