Episode 243:  In this episode I review the portion of my portfolio that’s focused on contrarian value positions…many of which are “Dogs of the DOW”. Specifically I use Walmart as a historical reference as to why buying out-of-favor blue chip stocks is ...

Episode 243:  In this episode I review the portion of my portfolio that’s focused on contrarian value positions…many of which are “Dogs of the DOW”. Specifically I use Walmart as a historical reference as to why buying out-of-favor blue chip stocks is ...

Episode 242:  The title speaks for itself.  Variations could also include: You won’t listen to good advice (tough love) You can’t afford good advice ————————————————————– The Robots are Coming: A Human’s Survival Guide to Profiting in the Age of Automa...

Episode 242:  The title speaks for itself.  Variations could also include: You won’t listen to good advice (tough love) You can’t afford good advice ————————————————————– The Robots are Coming: A Human’s Survival Guide to Profiting in the Age of Automa...

Episode 241:  Will interest rates regress to their mean?  Yes, eventually when the Federal Reserve and other central banks end their intervention. BUT…the important question is:  What mean? The mean of the past 30 years?

Episode 241:  Will interest rates regress to their mean?  Yes, eventually when the Federal Reserve and other central banks end their intervention. BUT…the important question is:  What mean? The mean of the past 30 years?

Episode 240:  Today I added three new stocks to the portion of my portfolio that’s focused on a contrarian or value play.  That brings Value up to an overweight of roughly 36% of the portfolio, just behind International at 40%.

Episode 240:  Today I added three new stocks to the portion of my portfolio that’s focused on a contrarian or value play.  That brings Value up to an overweight of roughly 36% of the portfolio, just behind International at 40%.

Episode 239:  This episode continues the theme of ignoring the news headlines, with specific examples of hyped oil inventories and unemployment rates. ————————————————————– The Robots are Coming: A Human’s Survival Guide to Profiting in the Age of Auto...

Episode 239:  This episode continues the theme of ignoring the news headlines, with specific examples of hyped oil inventories and unemployment rates. ————————————————————– The Robots are Coming: A Human’s Survival Guide to Profiting in the Age of Auto...