First, a general note about this blog. It is called "Ideas" for a reason. These are simply ideas. The work involved in generating these ideas represents about 5% - 10% of the work required on your path to profits. Do not read these ideas and immediately invest in them. Do your homework. Thanks for listening. …
Category: ETFs
Are Specialty REITs Special?
Are recreational drugs, tech and the government growth areas? Well, let's see: Do we all need stress relief after the past few weeks? CheckAre we gorging on social media and online conferencing? CheckDoes the government grow in times of emergencies? Check It would not surprise me to see these trends continue after we recover from …
It’s All Relative
"May you live in interesting times" What to do.....what to do.....when the world is turned topsy-turvy by a pandemic and an oil price war. First of all, stay safe. Second, help where you can. Third, make lemonade from lemons, I suppose, and enjoy the low price of gasoline. Never mind that the car is sitting …
Eye of the Hurricane
If you have the attention span of a gnat, don't bother. This is a long post. That's where we are right now. The US markets have dropped 30% or so. VIX is dropping from the eye-popping 80s to the mid-sixties. Things are calming down, right? Maybe so, but don't let your guard down. We are …
Ideas for March 14, 2020
Well. I took a few weeks vacation, and the market went to the house of Hades in a handbasket and the COVID19 issue developed into a world pandemic. How quickly the world can change these days. What is the market going to do now? I don't hesitate one second to say I haven't the faintest …
The Chart Analyst 