They’ve now borrowed more money than investors borrowed at the peak of the dot-com boom in 2000. And more money than the 2007 peak just before the global financial crisis. Is this something to worry about? Let’s take a look…
Read More
A new academic paper written by a number of economics professors titled “The Rate of Return on Everything, 1870-2015” reached a surprising conclusion…
Read More
“Steve, I’m worried about North Korea,” a friend said to me over the weekend. “Won’t all of this North Korea stuff affect your stock market ‘Melt Up’ thesis?” Here’s how I responded…
Read More
I’ve been bullish on them for years, and that has been the right call (especially in 2017)…
Read More
It turns out, smart investors plan to keep owning their stocks — even when the likely outcome is losing money for a decade, or more…
Read More