Everybody Expects Inflation to Soar This Year
When nearly everyone in the financial markets expects something to happen, usually something else happens. This creates opportunities for the few people who dare to use contrarian strategies during times of consensus. At the beginning of 2023, everybody and his uncle...
2025 Tech Stocks Will Be Toppy and Choppy
Let me be crystal clear: I am not calling a top in the stock market. I am, however, calling an end to the easy, massive returns that passive index fund investors enjoyed in 2023 and 2024. Let’s recap not just the past year (like many other commentators are doing), but...
New Crypto ETFs Are Coming in 2025. Should You Buy?
Cryptocurrency enthusiasts got pretty much everything they wanted in 2024. They got a crypto-friendly President-elect and Bitcoin at $100,000 (more or less). They also have new ways to participate in the cryptocurrency market – but more choices isn’t necessarily the...
Opportunity Knocks: Everybody’s Dumping Value Stocks
When markets rotate, sometimes they can over-rotate to extreme levels. It’s off-putting for rational investors, but this is when great opportunities arrive at your doorstep. Lately, the balance between momentum stocks and value stocks has gotten completely out of...