With Banks, Bigger Is Now Better
Note from Charles Sizemore, Chief Editor: This week in the Banyan Edge, we’re featuring the insights of Adam O’Dell’s right-hand analyst and chief research analyst of Money & Markets, Matt Clark. Matt’s past career as a journalist has him clued in to the political goings-on that impact our financial world. And this past week, he…
Brandan Furnace6 Economic Signs of a Recession (& is the U.S. Headed for One?)
Last Thursday’s headlines told us that the world’s fourth largest economy — Germany — had slipped into recession. German consumers were tapped out after suffering through months of high inflation. The latest data shows the country’s inflation dropping to 7.2%. Food and electricity prices are both more than 15% higher than they were a year…
Top Investing Strategy: Partner with CEOs
Private jets, personal chauffeurs and a large entourage… That’s the way CEOs of most multibillion companies travel. But not this founder/CEO. He drove a beat-up Ford F-150 pickup truck with a four-speed transmission. The truck also had a few “aftermarket” dents. And his only entourage was his hunting dog Roy. That’s the way Sam Walton,…
Why You Should Trade In May, But Don’t Go Away…
It’s May. This is a financial newsletter. So I’m more or less contractually obligated to talk to you about one of the most popular and practical-sounding rhymes in finance… “Sell in May and go away.” Per the industry gold standard on seasonality, the Stock Trader’s Almanac, this simple strategy of selling your stocks in May…
1 Decision Earned Warren Buffett’s Shareholders 3,787,464%
3,787,464%… That’s what Warren Buffett’s Berkshire Hathaway returned to shareholders. A $10,000 investment would’ve turned into more than $370 million. Those returns came over 58 years and it wasn’t from having alot of winning investments. According to Buffett, it came from about a dozen “truly good decisions.” If you do the math, that works out…
Ignore What Wall Street Says
Zero-day-to-expiration options (0DTEs) are Wall Street’s latest boogeyman. The professionals are worrying, and the financial media is doing its best to make you worry too. MarketWatch was among the first to sound the alarm: “A potential stock-market catastrophe in the making: The popularity of these risky option bets has Wall Street on edge.” Forbes gave…
Learn from Uber CEO Khosrowshahi
Andrew Jackson said: “One man with courage makes a majority.” Throughout my life, I’ve seen the impact that one person can have. Especially when it comes to leading a company. Wall Street believes the CEOs are like lightbulbs … interchangeable. That’s not the way I saw it. In fact, many investors can’t even name the…
This Banking Crisis Points to a U.S. Recession
This crisis in the banking sector is not going away anytime soon. And as Mike Carr will tell you, it’s much bigger than Silicon Valley Bank, or even the tech sector at large. Last week, he pointed out that this isn’t a “banking problem.” It’s actually a problem with how venture capitalism works, especially in…
Protect Your Investments from the Fed With a “Permanent Portfolio”
The Federal Reserve meets next Wednesday to decide its next move on interest rates. In that meeting, it will quickly become clear how stuck “between a rock and a hard place” they are… And the damaging impact it will have on the portfolios of millions of investors. What’s even worse… The bank crisis of the…
3 Reasons You Shouldn’t Invest in Annuities
I almost fell off my chair… My father was in his 60’s at the time. And he’d just made what could’ve been the biggest financial mistake of a lifetime. My pop was a very conservative investor and didn’t have the temperament for stock investing. No matter how many times I told him not to look…