Is This Market Really Overvalued?

The stock market is on fire. On Tuesday, stocks surged about 1% nearly across the board, with the Dow, S&P 500 and Russell 2000 indices each vaulting to yet another respective all-time high. Given the relentless race to all-time highs we’ve seen this year, it’s more than logical to ask ourselves if the market is overvalued. Well,

This Thanksgiving, Be Especially Thankful for You

This Thanksgiving, Be Especially Thankful for You ETF Talk: Giving Thanks for Strong Global Markets with a Vanguard Fund Selling into the Messy Tax Cut Process The Year of Living Dangerously Ward on Gratitude It is Thanksgiving week, and that means it’s time to pause and literally give thanks for all the blessings in our

A Special Thanksgiving Message to Successful Investing Readers

It is Thanksgiving week, and that means it’s time to pause and literally give thanks for all the blessings in our lives. As Americans living in the 21st century, it’s easy to take for granted all the bounty we enjoy. Let’s face it, no people in human history have lived in so much relative luxury, and

A Very Special Thanksgiving Message to Intelligence Report Readers

It is Thanksgiving week, and that means it’s time to pause and literally give thanks for all the blessings in our lives. As Americans living in the 21st century, it’s easy to take for granted all the bounty we enjoy. Let’s face it; no people in human history have lived in so much relative luxury,

Successful Investing — December 2017 Issue

To read the December issue of Successful Investing, please click here.

This Is What Really Matters

While the financial press seems obsessed with the machinations in Washington on the tax front (as well as the sordid sexual misconduct front), there’s a subtle truth being unveiled in the markets that hasn’t gotten the kind of attention it should. That truth is the strength of corporate earnings. According to FactSet, the S&P 500

Are You Ready for ‘Prime’ Time?

Long-time readers know that I often use concepts and terminology from the field of academic philosophy in order to help elucidate ideas and explain market conditions. So, when it came time to pick a name for the latest addition to the Successful Investing portfolio offerings, I turned to philosophy. The concept I chose for the

Selling into the Messy Tax Cut Process

Stocks have seen losses over the past week, and there’s basically one reason why — the machinations on tax reform.   Traders, individual investors and professional money managers mostly have profited mightily over the past year, as the Trump pro-growth trade gave the bulls hope that regulation would be reduced (i.e. Obamacare repeal and replace),

Making Tax Cut Sausage Ain’t Pretty

If you’ve read Upton Sinclair’s classic novel, “The Jungle,” you know just how ugly the operations of a meat industry were in the early 1900s. And while this novel’s goal was to promote and advance socialism in the country, which I abhor, the novel was an eye opener for the vile conditions that existed in

Answering Questions, and Responding to Market Demand

I love capitalism. It’s the force for good that’s created more happiness for more people than any other economic system ever. Yet the utilitarian efficacy of capitalism isn’t why I love it. I love capitalism because it’s by far the most moral economic system ever. The reason I say that is because capitalism (and here

Search