Markets are seeing a rotation from growth into value stocks, says Stephanie Link from CNBC.
Why I don’t wake up to the news
You will meet zero investors who regularly buy and sell profitably on headline news. Zero. Not even one.
When the rate cut cycle starts, you are not in a good place – talking Tariffs and Trump with Stephanie Ruhle
How should investors be thinking about tariffs, the trade war and the increased likelihood of an interest rate cut?
FORD v FERRARI Trailer Hits!
Video!
This Week on TRB
These were the most read posts on the site this week, in case you missed it:
The Land That Time Forgot
Welcome to a pocket of the investing industry where commission rates and sales tactics more closely resemble the 1970’s than the world in which most investors live in today… Are you shocked? Grossed out? Comment here.
Wait a while longer…it will get dumber
I picture Larry Kudlow waking up to a dozen or so texts from his friends in the business and investing community like “LARRY WTF? MEXICO TARIFFS? IS HE AN IDIOT??? WTF R U GUYS DOING?” And then poor Larry having to check Twitter to find out that his boss, the President of the United States,…
Don’t Blow Up: Jeff Saut talks Surviving on Wall Street
In this conversation, he relays the number one lesson he’s learned in almost fifty years in the investment business – the secret to longevity on Wall Street.
Clips From Today’s Halftime Report
Wait out trade war before getting into semiconductors, says Kevin O’Leary from CNBC.
Crowds
Over the weekend, everyone was sharing this New York Times piece about what’s happened to Mount Everest. It’s become more crowded than Disneyland. Hundreds of climbers making camp and trudging toward the summit, nearly a dozen deaths this year as a result. Climbers were pushing and shoving to take selfies. The flat part of the summit,…
