Blog

Wait – This Is Normalization?

We know that the Fed is in the process of “normalizing” rates and looking to start shrinking the $4 trillion+ balance sheet loaded with bonds that they have amassed over the past few years. It would seem logical that this would impact rates much more than it has. In fact,...

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Why You Should Listen to DHUnplugged

DHUnplugged is a podcast that I co-host with famed tech writer John C. Dvorak. Each Tuesday we discuss the latest news related and unrelated to business/investing. We cover the gamut of topics that are meant to entertain and educate.

Sometimes we get a bit off topic and wander into areas such...

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Some Thoughts on Traditional Robo Advice

Investors have a choice today that they did not have just a decade ago. They can seek investing and retirement planning guidance from a human financial advisor or put their invested assets in the hands of a robo-advisor – a software program that maintains their portfolio. When we talk about...

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Here Is What Is Wrong With IBM

Just a quick view of what is going on with IBM’s stock today.

While IBM has been busy buying back massive amounts of their stock, revenues have been on the slide. Yes, earnings have been somewhat consistent over time, but again it has been much more about financial engineering than anything...

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Wonky Data – The Unemployment Report

On one hand, the latest release of the March Unemployment report did not meet expectations for new hires. On the other, the unemployment rate dropped to 4.5% – far lower than most predictions.

This is one of the problems when there are many reports that the media covers. Just a few...

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An Update on “420” Stocks

Some of the best performing stocks from 2015 are starting to see a turnaround. Even as many states have legalized marijuana for either recreational use and/or medical use in the recent elections, there has been some very worrying signs that the Federal government is not too keen on any further...

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An Inside Look At The TDIMG Portfolio

The Disciplined Investor Managed Growth (TDIMG) Strategy has several diversifying components within the portfolios that we manage. Central to the strategy are the core stock holdings that are derived from a rigorous quantitative screen.

This screening process starts with a universe of over 5,000 publicly traded companies and searches for very...

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Stock Screen: Highest Effective Tax Rates

Considering the idea that there is a push by the Trump administration for tax reform along with tax reduction, we looked to a screen in order to find companies that may benefit. This was a topic of discussion on The Disciplined Investor Podcast (#494) and we promised to make that...

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DJIA 20,000 – Acceptance Speech

The Dow Jones Industrial Average has finally eclipsed the 20,000 milestone. So much importance has been put on this level by the media that we thought that it would be only right to reprint the acceptance speech that could be given by the index on this occasion.

If only the index...

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About Those Uranium Stocks…

Since the election, Uranium has been showing some signs of a resurgence. Ever since comments were made about the need for the U.S. to build up nuclear weapons to guard against potential threats, there has been interest once again in the commodity as well as the companies that mine, refine...

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A Quick Look At Economic Trends

There has been a steady move toward stronger than expected economic reports over the past month. In particular, manufacturing has picked up as has the service sector.

Consumer confidence has jumped to the highest reading in some time as the ugly election process came to an end. As we all know,...

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The Potential for a Gold (GLD) Breakout – Chart Analysis

Gold ETF (GLD) – Time to Make or Break…

This is an update on the potential for a intermediate-term change of trend for Gold ($GLD), based on our TriggerCharts technical indicators.

As we are all keenly aware of. there has been some noticeable momentum in gold recently , even as the U.S....

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