This Four-Word Phrase Shapes the Thinking of Top Venture Capitalists
Mar 20, 2019 | Investing Strategies
There is a powerful phrase that shapes the thinking of top venture capitalists. The way of thinking captured in this phrase is helpful for stock investors, too. As a mindset, it helps tame the uncertainties and risks that are a constant reality of investing. First, let’s consider some background. The successful venture capitalist (VC) has two big puzzles to solve….
The Rise of Electric Vehicles (EVs) is Long-Term Bullish for Lithium Miners
Mar 15, 2019 | Investing Strategies
The electric vehicle revolution is coming. That is long-term bullish for lithium prices and lithium-related mining plays because of lithium-ion battery needs. We don’t think it’s time to buy lithium plays right now, but we are keeping tabs on the space. Lithium and cobalt prices saw a big run-up in 2017, and then crashed. Top lithium mining plays like Albemarle…
The Optometrist Investor Who Became a Billionaire
Mar 13, 2019 | Investing Strategies
Forbes recently featured a profile on the greatest billionaire investor you’ve probably never heard of. Dr. Herbert Wertheim, a 79-year-old semi-retired optometrist and small-business owner, has a stock portfolio worth $2.3 billion (according to Forbes estimates). “Dr. Herbie,” as his friends call him, built his portfolio through old-fashioned, long-term investing techniques. He rarely uses leverage, he doesn’t like high fees,…
When It Comes to Gold Stock ETFs, Bigger is Not Better
Mar 08, 2019 | Investing Strategies
The gold mining industry appears to be heading for “merger mania.” The big players are trying to buy the smaller players, like big fish eating little fish. And the big fish are also attempting to swallow each other whole. As a result of this, we think there is a clear choice between the two major gold stock ETFs. In our…
What the Fascinating “Split-Brain experiments” Reveal for Investors
Mar 06, 2019 | Investing Strategies
Emotion-driven actions in the stock market can be hazardous to your wealth. Most investors understand this, at least in theory. An action based on emotion-driven impulse, instead of sound logic and planning, is more likely to be a mistake — and possibly a costly one. Even worse, it can sometimes feel like an action is based on rationality and logic,…
The Kraft Heinz Debacle Shows How Value Investing Has Changed
Mar 01, 2019 | Investing Strategies
We recently noted a study of six money-making market factors that date back to the year 1800. One of those was the “value” factor, in which cheap stocks outperform expensive stocks over long periods of time. This shows how, when it comes to financial markets, many things change, but some things stay the same. And yet, in some ways at…
These Six Money-Making Ideas Have Worked for 200 Years and Counting
Feb 27, 2019 | Investing Strategies
What do you call a comprehensive stock market study that goes back 20 or 30 years? If you are one of the deep-diving quants at Erasmus University Rotterdam or Robeco Institutional Asset Management, a Dutch money management firm, you might call it “narrow and short-sighted.” The Netherlands-based team of Guido Baltussen, Laurens Swinkels, and Pim van Vliet put together a…
If a U.S.-China Trade Deal Goes Through, Shipping Stocks Could Skyrocket
Feb 22, 2019 | Investing Strategies
In January, we said the bull-or-bear outlook for 2019 could hinge on China. In that piece, we pointed out the importance of achieving a U.S.-China trade deal — something the stock market badly wants to see. The outcome here is sharply binary: If we get a trade deal, that would be seen as bullish for the Chinese economy, and also…
This is the No. 1 strategy for hedge fund profits — and it’s available in TradeStops
Feb 20, 2019 | Investing Strategies
Today, I want to tell you about the top strategy of the top hedge fund of all time. The money manager who came up with this approach, Ray Dalio, calls it his “Holy Grail of Investing.” You can use it, too, through a new feature we’ve implemented in TradeStops. Last year was a tough one for hedge funds. According to…
It’s the Beginning of an Era for Amazon
Feb 15, 2019 | Investing Strategies
Today we’re doing something a little different. My research team got together and asked ourselves what the one company is that we would want to own if we had to choose just one. We all agreed on Amazon. What follows here is under my name, but it was the result of a different process than usual, and it was really…
