A Lopsided Index

A Lopsided Index

Over the last few years the popularity of index / passive investing has absolutely exploded. It is hard to argue with the data which clearly shows how active management has failed to keep pace with a simple broad market, non-managed basket of stocks such as the...
Steel is for Real

Steel is for Real

All around us trends are developing. By the time the general public learns of a trend, more often than not, it is in the later stages and close to its conclusion. I have spent over 20 years attempting to identify trends early, particularly in the stock market. Over...
Pre-Market Morning Thoughts on Missile Launch

Pre-Market Morning Thoughts on Missile Launch

August 29, 2017 – 05:30 It only took a few minutes after the launch of yesterday’s missile over Japan by N. Korea for the news to flow through the interwebs. I was sitting in a parent meeting for my child’s school when my phone started to buzz and I received the...
Under the Hood with FCAU

Under the Hood with FCAU

Sometimes boring is beautiful. Traders seem to be too caught up with either calling the top in the NASDAQ or finding the next NVIDIA that they miss great opportunities staring them straight in the face. Take Fiat Chrysler (FCAU) for instance. From a fundamental...
Preparing the Shopping List

Preparing the Shopping List

Whether it was political scandal an overzealous fed, another European blowup or a North Korean missile, a real pullback was inevitable. US markets haven’t seen a real drop in over a year since those pesky Brits decided to vote out of the EU. Rather than jumping full...