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investments
I hope everyone is holding up okay.  We’ve seen some encouraging employment numbers coming off those massive layoffs, but clearly the economy still has a lot of work to do to get close to recovering from where it was.  This month we should see a new stimulus bill negotiated, which will surely be very contentious. ...
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2020 has seen a major disconnect between growth and value.  In the first quarter, the Russell 1000 Pure Growth Total Return index returned -13.6%, while the Russell 1000 Pure Value Total Return index returned -35%.  If you think about the companies that are most negatively impacted by the bizarre nature of this crisis where economies...
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On Saturday, Berkshire Hathaway hosted its annual shareholder meeting, which had a different feel, taking place in an empty auditorium, and without the great Charlie Munger being by his side.  Despite that, the meeting had a lot of great information, during these immensely precarious times.  Overall Buffett, is always bullish long-term on America, and on...
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The vicious Covid-19 Pandemic is one of the most interesting and tragic times in history.  Right now, we are at an inflection point.  New cases, hospitalizations and deaths, are declining in Spain and Italy.  Deaths are likely peaking this week and early next week in our hardest hit areas of New York and New Jersey. ...
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We had a feeling Monday would be bad and boy, did it deliver with the stock market dropping by nearly 8%, now down 19% in just 13 trading sessions.  The Oil and Gas Exploration and Production ETF was down 37% today alone!  This market selloff is now bigger than what we saw in late 2018,...
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With market volatility spiking, I thought it would be a great time to describe in detail how our options strategies work. On the first example on the top of this email, we will outline how selling cash-secured puts work. If a stock we believe is worth $40 is trading at $32, we might think the...
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Over the weekend, reports have come about that the Coronavirus has been spreading quite a bit outside of China.  New clusters have formed in Italy, South Korea, Iran, Israel, etc.  One concern is that they are having a tough time figuring out how they got the virus, as many hadn’t been to China recently.  The...
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Fears of the Coronavirus have caused bonds to rally, resulting in lower interest rates once again.  The Tech Bubble has continued to grow, while value stocks have been left in the dust the last few months.  While this can be frustrating over the short-term, over the long-term, it creates compelling opportunities to create substantial wealth....
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2020 is shaping up to be a strange year.  This Coronavirus has a region in China, far larger in population than New York city, on a complete lock-down.  There are zombie cruise ships patrolling the waters in a state of full quarantine, with no countries wanting to take the risk of allowing them in to...
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I stumbled upon a fantastic article about the Tech Bubble and I wanted to share a few key points with you.  This is relevant because current market valuations appear to be very stretched by most metrics.  After an extremely strong 2019 and nearly an 11-year old bull market, investor optimism is quite high.  It is...
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