Tag Archives: Investing

Taper Is Coming: Got Bonds? The solid economic recovery and easing of COVID restrictions lead us to believe a tapering of QE may not be far off. Further supporting our opinion, inflation has fully recovered to pre-pandemic levels, and employment is improving rapidly. On top of that are whispers from within the Fed questioning financial stability given extreme asset valuations driven to some degree by excessive QE. Most importantly, various Fed members are starting to...

(Disclosure: Some of the links below may be affiliate links) PostFinance and Swissquote just started a new joint venture: The Yuh banking application. With Yuh, you can save money on your account, pay in Switzerland and abroad and invest in the stock market and cryptocurrencies. Yuh is an entirely digital offer. They have no offices. You can manage all your money directly from your phone. So, you will pay your bills and invest your money on your smartphone. So, should you use Yuh? What...

“The strong economic recovery will not get interrupted by inflation or a credit crunch, and the market will soon reach 4,500.” – Ed Yardeni via Advisor Perspectives After discussing BofA’s view of why the market could drop to 3800,  I thought it fair to discuss a more optimistic view. BofA’s view of a market correction was a function of the more exuberant “optimism” in the market. To wit: “This analysis is interesting, particularly when analysts are rushing to...

(Disclosure: Some of the links below may be affiliate links) I have been using Interactive Brokers (IB) for several years. It took me a while to get used to this broker. However, I am now able to do all the operations I need easily. I will show you exactly how to buy an ETF from start to finish on IB, the easy way! I have been contacted a few times by readers that were having a hard time starting with Interactive Brokers. This is indeed a little complicated at first, but it becomes very...

“If everyone sees it, is it still a bubble?” That was a great question I got over the weekend. As a “contrarian” investor, it is usually when “everyone” is talking about an event; it doesn’t happen. As Mark Hulbert noted recently, “everyone” is worrying about a “bubble” in the stock market. To wit: “To appreciate how widespread current concern about a bubble is, consider the accompanying chart of data from Google Trends. It plots the relative frequency of Google...

(Disclosure: Some of the links below may be affiliate links) Many people invest only in dividend-paying stocks. More specifically, they only invest in stocks that have a good history of paying dividends. This means that these stocks do not cut dividends. They expect that investing in these stocks will yield more returns than invest in the broad stock market. Some people plan to retire entirely based on the dividends. As a result, many people ask me why I do not invest in dividend stocks...

Are stocks “cheap,” or is this just another bullish “rationalization.” Such was the suggestion by the consistently bullish Brian Wesbury of First Trust in a research note entitled “Yes, Stocks Are Cheap.” To wit: “The Fed remains highly accommodative, there are trillions of dollars of cash on the sidelines, vaccines have reached over 50% of Americans, and the economy is expanding rapidly. Some valuations have been stretched, but the market as a whole remains...

The difference between physical gold investing and ETF investing was stark in the first quarter 2021 according to the World Gold Council’s Gold Demand Trends data released last week. Before focusing in on investment demand below a few notes on overall gold demand in the first quarter. Total gold demand in the first quarter of 2021 was down 4%. However, because gold production and gold demand (jewellery, bar and coin etc.) are decentralized around the globe, and no...

(Disclosure: Some of the links below may be affiliate links) Many people do not invest because they think it is too much work or takes too much time. Investing may indeed take a little work and time to get used to it at the beginning. However, once you are used to, investing in the right way takes very little time and effort each time. So, in this article, we are going to see exactly how much time investing takes. I will start talking about investing yourself (DIY Investing), but I will...

In this issue of “All Inflation Is Transitory, The Fed WIll Be Late Again.“ Market Review And Update All Inflation Is Temporary The Fed Should Be Hiking Now Portfolio Positioning #MacroView: No. Bonds Aren’t Overvalued. Sector & Market Analysis 401k Plan Manager Follow Us On: Twitter, Facebook, Linked-In, Sound Cloud, Seeking Alpha Catch Up On What You Missed Last Week   Market Review & Update Last week, we said: “The market is trading well into...