David’s firm, Bright Lights, is there to vet financial advisors before players hire them.
Joshua M Brown
Earnings Learnings
Stocks are anticipatory. It’s nice to hear from a company about what’s gone on during the previous 90-day reporting period, but what investors today are buying (or selling) is the outlook going forward.
Chart o’ the Day: Buying stocks before, during and after the peak
Look!
Chart o’ the Day: How the contracting PE multiple stole 2018
“EARNINGS ARE GOING TO BE GREAT THIS YEAR!” your favorite stock clowns proclaimed at the top of their lungs. And they were right, but there is a P in the old PE ratio and it reacts to things like changes in liquidity, sentiment, global trade conditions, etc. In this chart, from Bloomberg by way of…
on going to cash
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Is Amazon Still Invincible?
Have we seen the best growth we’ll ever see?
Debating Mark Yusko
Video
This Week on TRB
These were the most read posts on the site this week, in case you missed it:
Bear Markets Suck.
Video!
What Are Your Thoughts: What Holds Up in a Bear Market?
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