Hilary Kramer
When Wall Street Wants Noise, Seek the Signal
Looking at the Dow Jones Industrial Average and its component stocks, you’d be forgiven for thinking something happened this week to trigger a market crash. Caterpillar Inc. (NYSE:CAT) and Dow Inc. (NYSE:DOW) have fallen hard. Also hit have been Citigroup Inc. (NYSE:C), JPMorgan Chase & Co. (NYSE:JPM), Walgreens Boots Alliance Inc. (NYSE:WBA), and the list […]
Cannabis Corner: After the Green Rush
Speaking of noise, the cannabis group is down this week after an extended rally. Conditions here resemble the overall market, with no news and steep short-term declines. Aurora Cannabis Inc. (NASDAQ:ACB) and Canopy Growth Corp (NASDAQ:CGC) have retraced 11% this week. Tilray Inc. (NASDAQ:TLRY) is down 14%. Is it the end of the world for […]
What to Do When an Unstoppable Market Hits a Wall of Worry?
Many investors may be wondering “What to Do When an Unstoppable Market Hits a Wall of Worry?” We’d all have a smoother market ride and probably capture better lifetime outcomes if every investor could digest just one bullet point from my MoneyShow seminar this morning. Think back to all the shocks we have weathered during […]
Cannabis Corner: A Classic Green Gold Rush
You’ll notice a lot of people stop talking about cannabis stocks when the bulls are in control. Tragedies are easier stories to tell than comedies. And right now, the cannabis bulls are clearly more interested in laughter than tears. My proprietary industry basket is up another 2% this week while the broad market drags. Once […]
The Portfolio Approach
There’s a concept on Wall Street called the multi-strategy hedge fund. It’s very simple to explain. You know diversification is your friend in the long term. A multi-strategy fund applies this principle by investing in multiple distinct asset classes designed to move in different directions. Then, rotation does its work. Some strategies will rise while […]
The ‘Good Enough’ Recovery: Short-Term Stall, Long-Term Progress
On the surface, the market has everything it needs to be afraid of the future. Economic progress is slowing. Inflation is elevated and taxes probably will go up. Add it all up and you have a recipe for malaise, if not outright misery. So, why did Wall Street cheer this morning’s announcement that the job […]