Educational

I Don’t Usually Do This

Apr 02, 2021

Rather than my usual essay, I’m sharing a rare, “no holds barred” interview I did with Dan Ferris on the Stansberry Investor Hour podcast last fall.  During this wide-ranging conversation, Dan and I dove into many of my favorite Money Talks topics, including my early financial troubles and how I solved them… why I’m so passionate about investor education… how I invest my own money…

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Ignore Big Banks — Stick With Regionals to Profit

Apr 20, 2022

In comparison, the regional banks are faring much better. Here’s why, along with four that I think are the best of the bunch.

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It’s Never a Bad Time to Be ‘Passive’

Sep 28, 2021

There are two fundamental investment philosophies of the world today: passive and active investing. I’ll break down the pros and cons of the passive long-term approach today.

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Implications of the Super-K Recovery

Jan 21, 2021

“It was the best of times, it was the worst of times…” You might remember that line from A Tale of Two Cities by Charles Dickens. We reference it now, in 2021, because never before has the line been more true. As the pandemic raged last spring, a debate raged alongside as to what kind of economic recovery the United…

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In Both Investing and Poker, sometimes a Weak Hand Beats a Strong One

Dec 25, 2020

Editor’s Note: For Christmas day, a Christmas riddle: When does a weak hand beat a strong one? In today’s “best of” lookback, we compare investing to high stakes poker — two activities with a great deal of overlap — and explain why it is often the surrounding situation that matters most, with the shape of events sometimes making the weaker…

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In Conditions Like These, You Don’t Need Fear to See a Big Market Decline

Sep 17, 2020

We recently explained why stocks could retest the March lows before the year is out. This made some readers upset. Some of the feedback we received was along the lines of, “There is no way we could revisit the fear of the March lows.” The idea of replicating the fear conditions that existed in March seems impossible. To which we…

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In Deflationary Environments, Central Banks Make the Price of Gold Go Up

Jun 01, 2020

After we explained why deflation is coming, some of you wrote in to ask: “What happens to gold if we get deflation?” The short answer is that, in deflationary environments, the value of gold tends to go up, possibly by a lot. We have empirical evidence of this from the 1930s, a decade where gold mining stocks saw stratospheric gains….

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Inflation Alarmists are Panicking Far Too Early

Feb 25, 2021

Investors are starting to worry about inflation. Some are even sounding alarms of potential hyperinflation, throwing around references to Weimar Germany and Zimbabwe. This is quite a shift in stance. For quite a long time, Wall Street behaved as if inflation had been banished forever. Now there are fears, implied if not spoken aloud, that inflation is just around the…

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Inflation Could Come Back Suddenly and Powerfully — Here’s How

Feb 10, 2020

Ken Griffin is worried about inflation. We are, too. The market is highly complacent in its low-inflation assumptions. Many assets are priced as if inflation will stay low for years or even decades. If inflation roars back suddenly, it could wreak havoc in treasury bonds, high-yield debt, overbought “safe havens” like consumer staples and utilities, and multiple other places. It…

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Is There A Maximum Trailing Stop Loss Level That Should Be Used?

May 03, 2016

This week the research team set out to investigate an interesting question. Is there a maximum trailing stop loss level that should be used across the board? We think that you’ll find the answer instructive. By now you are likely familiar with our Volatility Quotient (VQ). It’s the first number we look at when we’re interested in a new stock. It tells us immediately…

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