Tuesday, March 10, 2026

News and Ideas Worth Sharing

HomeTagsExchange traded funds

Tag: exchange traded funds

CAPITAL IDEAS: Fewer hedges, more health care

The coronavirus aside, the stock market typically does its best when the economy is moving from “very bad” to “less bad.”

CAPITAL IDEAS: Business as usual

However, as I’ve noted, due to the COVID-19 crisis, forecasting fundamentals is nearly impossible. When you don’t have access to fundamentals, you use technical analysis.

CAPITAL IDEAS: Whatever it takes

Dalton -- The stock market should pull back. It always does, by some magnitude. However, on the morning of Thursday, April 9, the Federal...

CAPITAL IDEAS: Getting buff

The Federal Reserve’s and the government’s massive and quick actions should stabilize what has been an economy in freefall, but we won’t escape a recession.

CAPITAL IDEAS: Observe and react

I don’t know how the coronavirus will play out and what the right amount of fear is. I’ll continue to observe and let you know if you should react.

CAPITAL IDEAS: Correction or bear market?

We humans like a narrative, a story we can relate to, because it helps us make sense of things, and that makes us feel more comfortable. The fact that the stock market was up about 19% over the previous four months, based on very little improving fundamentals, set us up for a tumble.

CAPITAL IDEAS: Recession odds lowering

Anxious as I may be, I know that I must be flexible in my thinking, and data is more important than fear.

CAPITAL IDEAS: Investors have a lot to be thankful for

Not that we can ever rely on one indicator, but those historical instances of outperformance suggest that we haven’t yet seen too much of a good thing.

CAPITAL IDEAS: Big data: Where is the ‘smart’ money going?

I say that we financial advisors are “supposed” to be smarter, but I’m not sure how true that is.

CAPITAL IDEAS: Buffett-stock and China gets rocked

Dalton -- Berkshire Hathaway, the multinational conglomerate headed by famed investor Warren Buffett, held its annual shareholder meeting this past weekend. It’s like Woodstock for...
spot_img

The Edge Is Free To Read.

But Not To Produce.