Analyst Articles

Through the initial weeks of 2018, my mind keeps drifting back to the people and books that helped... Read More

Through the initial weeks of 2018, my mind keeps drifting back to the people and books that helped shape my investment philosophy. Having spent some time on Wiley Finance’s pre-publication... Read More

Many investors are struggling to find a way to invest in the hottest investing trend of the decade:... Read More

Many investors are struggling to find a way to invest in the hottest investing trend of the decade: cryptocurrencies.  But the asset class is unlike any other that has ever existed. You cannot... Read More

The stock market is a tricky beast. It seems to wildly reward some investors while others struggle to turn a consistent profit.  It almost appears that winning investors possess some magical or psychic ability to earn long-term wealth from the fickle stock market. Even in massive bull runs like last… Read More

Professional investors utilize a wide variety of tactics and techniques to manage their portfolios. The specific strategies and methods are often as different and unique as each investor.  However, I have discovered a strategy that is nearly universal to winning stock market investors. This approach is what allows hedge funds,… Read More

We are in the midst of an extraordinary situation in the financial markets. Situations like this... Read More

We are in the midst of an extraordinary situation in the financial markets. Situations like this only occur a few times in every investor’s lifetime, and bring with them a tremendous... Read More