Financial Anxiety Relief and Planning Strategies
Over the last 6 months, I've had the chance to talk to a lot of…
Nvidia’s Rise to the Largest Market Cap Reflects Bubblelike Conditions
As economic data weakens, the stock market is becoming increasingly concentrated, with the AI-driven stocks…
Analyzing Nvidia’s Recent Market Cap Loss
2024-09-05
Analyzing Nvidia’s Recent Market Cap Loss
Last week I wrote about how the meteoric rise of Nvidia, and other AI-driven stocks…
The Shift in Real Estate Investments: Opportunity in Commercial Real Estate
Real estate investments take a variety of different forms. They can be tangible assets bought…
Bubble Warning: Parallels to 2000 Tech Bubble
2024 is showing increasing parallels to 2000, right before the Tech Bubble busted. Bubbles almost…
Uncovering Earnings Yields: A Business Approach to Investing
One of my favorite metrics in evaluating a business is the earnings yield. This simple…
Federal Reserve’s Potential Rate Cut in September
On Thursday, the consumer-price index, a measure of goods and services costs across the economy,…
Market Update: Factor Rotation
2024-09-05
Market Update: Factor Rotation
I've been repeatedly writing about the elevated risks arising in the equity markets, due to…
Blackstone Pays $10B For Multifamily REIT Highlighting Value Opportunity
Due to the rapid ascension of interest rates over the past two years, commercial real…
Retirees Allocating More and More to Equities Despite Elevated Valuations
Today I was reading an interesting article in the WSJ describing the increased risk-taking that many retirees…
