Economic Analysis

Economic Brake Lights

Thoughts from the Frontline

November 2, 2018

But, like Cinderella at the ball, you must heed one warning or everything will turn into pumpkins and mice: Mr. Market is there to serve you, not to guide you. It is his pocketbook, not his wisdom, that you will find useful. If he shows up some day in a particularly foolish mood, you are free to either ignore him or to take advantage of him, but it will be disastrous if you fall under his influence. Indeed, if you aren’t certain that you understand and can value your business far better than...

The Key to Handling a Market Crash Like a Pro

Editorial

October 29, 2018

“Stocks are plunging… what should I do?” That’s the #1 question readers are asking me.

Debt Alarm Ringing

Thoughts from the Frontline

October 26, 2018

Is debt good or bad? The answer is “Yes.”

How We’ll Profit from the Resurgence of “Made in the USA”

Editorial

October 22, 2018

What if I told you a disruptive technology is set to unleash a resurgence in American manufacturing?

The Real Cost of Low-Fee Funds

Thoughts from the Frontline

October 19, 2018

Today, rather than tackle some big macroeconomic issue, we’ll go back to this letter’s roots and look at market timing and portfolio construction issues. I expect this will get both enthusiastic support and at the same time, make a number of readers uncomfortable—if not annoyed.

I Forbid You to Own this Popular Stock

Editorial

October 15, 2018

Today we're BLACKLISTING an iconic American company.

Red Hot China Mailbag

Thoughts from the Frontline

October 12, 2018

An odd aspect of being a writer is you never know in advance what will excite readers. I’ve written letters I thought very provocative only to draw mostly yawns.

Catch Serial Killers. Unlock Secrets. Make 100% Gains.

Editorial

October 8, 2018

Joseph DeAngelo murdered 12 innocent women. And for 44 years he got away with it.

The Trade Deficit Isn’t the Boogeyman

Thoughts from the Frontline

October 5, 2018

I have to confess something: I run a huge trade deficit. It’s not with China or Mexico, but with Amazon. I buy all sorts of goods from them and Jeff Bezos has yet to spend a penny with me. It’s just not fair.

The Most Disruptive Event of the Decade Is Here

Editorial

October 1, 2018

Tens of billions of dollars are set to flow into this company over the next 3 years.