As we move through Georgia and see an end in sight to Covid, we need a gut check on what stocks are really going to go the distance.
I think investors deserve much better than to say that there's no opportunity for income in this market.
I am talking about themes that can stand the test not of today, or tomorrow, but for all of 2021 and beyond.
We have to take both the private sector and the states out of the equation, and adopt the process that wiped out Polio.
I think the enthusiasm of the indefatigable wave of these buyers is equal to or superior to the disdain the S&P mimicking pros have.
What happens when the dream portion of the market collides with the real stock market?
I just wish that people knew more about themselves and took the education necessary to understand what can wrong.
Until the $1200 payments in the spring, only a very small handful of people seemed interested in stocks. That changed it.
With these huge initial public offerings in Airbnb, DoorDash and Snowflake, we have to think about how much sense their valuations make; the logic behind them might surprise you.
I rolled up my sleeves to tamp the froth and slay the euphoria, and here's what I found instead.