During the June press conference of the Federal Open Market Committee (FOMC), Federal Reserve Chair... Read More

During the June press conference of the Federal Open Market Committee (FOMC), Federal Reserve Chair Janet Yellen downplayed the recent slowdown in inflation. She even went so far as to call attention... Read More

Entropy, the second law of thermodynamics, says that all closed systems will tend to greater... Read More

Entropy, the second law of thermodynamics, says that all closed systems will tend to greater disorder. It’s also a quickening process. The greater the disorder becomes, the faster the system... Read More

Biotech and pharmaceutical stocks have been in the political crosshairs for more than a year. The... Read More

Biotech and pharmaceutical stocks have been in the political crosshairs for more than a year. The threat of government controls left the group attractively valued into 2017 but the potential for... Read More

Even if you believe economic growth and corporate earnings will pick up, it’s difficult to... Read More

Even if you believe economic growth and corporate earnings will pick up, it’s difficult to make the case that shares of U.S. companies are fairly-valued. Companies in the S&P 500 are... Read More

I’ve made a career in spotting trillion-dollar themes in the market, first as an equity... Read More

I’ve made a career in spotting trillion-dollar themes in the market, first as an equity analyst and more recently as a pre-IPO investor. Any analyst can create a cash flow model —... Read More

For anyone with more than a decade in the markets, the “value premium” is almost a... Read More

For anyone with more than a decade in the markets, the “value premium” is almost a sacred rule. The idea that stocks with lower valuation premiums would beat their more expensive... Read More

What started as a minor theme just decades ago looks to be turning the corner with the force of... Read More

What started as a minor theme just decades ago looks to be turning the corner with the force of more than 75 million investors in the United States alone.  Investors have long supported the idea... Read More

On Wednesday, May 17, the Dow and S&P 500 took a nose dive, recording their worst day since... Read More

On Wednesday, May 17, the Dow and S&P 500 took a nose dive, recording their worst day since last September as the political side-show in Washington D.C. threatened the market’s eight-year... Read More

I love dividend stocks, but income investors face an inherent disadvantage against growth... Read More

I love dividend stocks, but income investors face an inherent disadvantage against growth investors, one that costs them tens of thousands over decades of investing. The disadvantage comes from the... Read More

The hacker group known as Shadow Brokers publicly released a set of tools on the social network... Read More

The hacker group known as Shadow Brokers publicly released a set of tools on the social network platform Medium in April. Called EternalBlue and EternalRomance, the tools allow hackers backdoor... Read More