Mike W

 

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Group-Think Is Not An Asset Class

Last week ended much like most weeks do these days; with the crowd being pushed along to worry about something. Any reason will do these days. We were told Thursday (markets were closed Friday) was a terrible day...

Market Sentiment Votes with its Wallet

Despite Q4 earnings data feeling like it just finished flowing in, here we are staring into the teeth of the Q1 2017 corporate earnings season that started this week. And we’ve repeatedly covered how analysts low-ball expectations in...

Bad News? OK, What’s Next…?

Some of the smartest long-term investors have taught me that when bad news seems like very bad news indeed, there’s just one question you need to ask: "Yeah, but what's next?" I’ve learned you can glean far more...

Cruising at High Altitude?

The higher the averages move, the bigger the market setbacks feel. We’ve often referred to this feeling here as “altitude sickness.” And it’s likely to be with us for quite some time. In fact, in the not too...

Investors Should Do Less of This

Here’s a chart that caught my attention. It helps create a picture of underlying value. And that always relates back to demographic shifts, handing over the generational baton from the Baby Boomers to the Millennials of Generation Y,...

Wall Street’s Three Dirty Little Secrets

Many investors will assume the most important event on this week’s calendar is the meeting between Trump and China. The media will drive this one into the ground. They’ll analyse every breath, syllable and body movement and focus...

Market Blessings in Disguise

Is anyone else as shocked as I am to note that in a few short days, the first quarter of 2017 will be in the books? Time is flying by, and while I'm not all that certain many...

What’s Detrimental to your Financial Health?

The cloud over the horizon is darker than ever, if you watch the media. The latest headline craze is "Trump Rally Over...." The mantra drones on. But let me be clear and tell you that listening to the...

If I Had A Million

As the Baby Boomer age cohort gets older, more and more folks in amongst that group want to find comfort in knowing their assets will actually produce real revenue to support their lifestyle in later years. And while...

When Fear-Mongering Is Considered Prudence

As the markets have churned over the last week or two, the bears have been quick to jump on every opportunity to play town crier to the short-lived, so-called "Trump Bump." (Hey, I thought we only gave names...