Blog – 3 Column

5 Reasons to Buy Small-Cap Stocks During a Bear Market

“It’s been an ideal period for investors: A climate of fear is their best friend.” That quote comes from Berkshire Hathaway’s 2009 annual report. This report, written by Warren Buffett, came just months after the end of a massive stock market crash. It contained some timeless advice: Those who invest only when commentators are upbeat…

Why Investing In Strong Leaders Makes You More Money

This week in The Banyan Edge Podcast, we separate winners from losers. That is, finding winning businesses with strong leaders and even stronger books… And weeding out the losing ones, which need a decade-plus of cheap credit just to keep the lights on. If you ask me, there are few investors — if any — that…

My “Unpatriotic” Investing Plan

Today we need to talk about something you might find hard to confront: home-country bias. For most of us, that means preferring to invest in U.S. stocks and not bother with other global markets. Right now, I believe it’s a mistake to hold this bias. I’ve looked at the data … and my conclusion is you should…

Big Tech Has a Big Earnings Problem

Fidelity recently reported that average retirement account balance fell 23% last year. That’s 23% of your money. The money you saved for your retirement … your grandchildren … your legacy. Almost a quarter of it was wiped out last year. That hurts. And you’re not alone. I, just like you, have seen the wealth in my long-term accounts drop…

Here’s How to Reward Your Future Self

The speed is uncertain but the destination is known. This bear market will END. And there’s one thing you need to be a successful investor in 2023… The proper temperament. It’s so important that I’m sending you this message from my family trip all the way from the Judean Hills in Israel. Most investors think they aren’t…

Is the Federal Reserve Engineering a Recession?

The Federal Reserve is running a con game. Strong words, I know. Especially for a trusted arm of the government… The Fed was established in 1913 to address a few problems — banking panics, the United States’ money supply, system risks in financial markets — you name it. To this day, its goals are to maximize employment, stabilize prices and maintain…

Why You Should Invest Like a Machine

Why You Should Invest Like a Machine

Note from Charles Sizemore, Chief Editor: Today in The Banyan Edge, we have a special guest contributor joining us. His name is Keith Kaplan, founder and CEO of TradeSmith — a company with a powerful software that I personally consider to be an essential tool for every investor. In fact, I believe there’s no better…

New Data Metrics for Investing in a Bear Market

Today, with markets closed for Martin Luther King Jr. Day, we bring you something a little different for this week’s Banyan Edge Podcast… Our team of analysts — spearheaded by Bloomberg Terminal expert, right-hand of Ian King and as I would lovingly say “Chief Nerd” Amber Lancaster — recently uncovered a treasure trove of market…

Avoid This Market Maker Scheme

You’ve probably heard the phrase “sell in May and go away.” It comes from the trend of stock returns being worse from May to October and better from November to April. Now, I say “traditionally” because every year is different. There are plenty of individual examples where May was a bad time to sell and…