Lead-Lag Report: The Myth of Market Efficiency with Cullen Roche
One of the key investment theories underlying investment ideas is known as the efficient market theory. The EMT states that any new information about a company
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FROM THE AUTHOR
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Bravos Research: This is Real
Rising tariff rates in the United States are now back to levels last seen in the 1930s. Most recognize that the massive tariffs of the 1930s
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The Investor Channel: FAANG Stocks Rocket Higher
Tech stocks led the market higher in 2023 and 2024. In 2025, they’ve led the market lower. That’s typical of market selloffs. The big
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Kitco News: Global Central Banks Continued to Boost Their Gold Reserves in February 2025
Gold continues to be a standout asset class for investors. The metal was up over 20% in 2024, and even eked out the strong returns of
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The Compound: The 7 Best Dividend Stocks to Buy Now
When markets falter, investors look for safety. For some, that may mean cash. Or short-term bonds. However, long-term investors tend to gravitate toward dividend-
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A Wealth of Common Sense: Misbehaving in a Volatile Market
Market volatility has soared in recent weeks. Typically, volatility measures how much investors expect the stock market to move on a daily basis in the weeks
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Bianco Research: Bonds “Center of the Universe,” Investors Will Want to Stock Pick
The stock market’s recent selloff has spilled over into other asset classes. The most important asset class is bonds. Typically, bonds move far less than
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Tastylive: 3 Ways to Trade Options Without Picking Direction
Traders have many ways to play the market. Most traders who expect a big directional move gravitate towards options. That’s because options allow investors to
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Dividend Growth Investor: Two Recent Dividend Increases and Five Future Dividend Increases
Despite a rough week for markets, stocks are just one part of the investment puzzle. That’s because stocks are a fractional ownership of a business.
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The Intellectual Investor: Tariffs, Debt, and a Recession by Design
Is President Trump trying to engineer a recession? Some think so. By vastly increasing tariffs, markets have sold off at a pace last seen during the
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Oblivious Investor: What to Do During a Stock Market Downturn
In 2023, markets soared over 20%. In 2024, they did it again. Investors got complacent. Meanwhile, the return of President Trump to the White House was
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The Compound: Former Trump Trade Official on What’s Really Happening
Markets have now had over a week to digest President Trump’s tariff plans. It’s clear that Wall Street is highly uncertain, as evidenced by
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