Thursday, June 13, 2024

News and Ideas Worth Sharing

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Tag: stock market correction

THE SELF-TAUGHT GARDENER: Editing the view

A good editor knows what to excise, and what to enhance. With that in mind, I grabbed my chainsaw, and removed a magnolia.

CAPITAL IDEAS: IRS lets you save on taxes

I also think that the pullback does double in size, but I’m not smart enough to time the starts and stops of corrections, so I tend to use them as opportunities to get more aggressive by reducing hedges, or getting cash invested, as opposed to selling investments.

CAPITAL IDEAS: Looking nifty at fifty

Just because I am almost fully invested in equity for the growth portion of my portfolios doesn’t mean I don’t see the risks.

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: Just give me a reason

The vibe, after a decade of stock market gains, feels less like technical confirmation of fundamental research and more like that melt-up I’ve been talking about.

CAPITAL IDEAS: 2020 vision

The market is going to move slower or faster toward fair value for a whole host of reasons, and to think it’ll get there on some exact day is just dumb.

CAPITAL IDEAS: What I did on my summer vacation

Dalton -- My bride, Stacey, and I spent last week in Lake George, New York. It’s become an annual pilgrimage of ours, which came...

CAPITAL IDEAS: A Lannister always spays his pets

Dalton -- First off, there are no spoilers ahead for the season finale of Game of Thrones. I wrote this before it was aired. There...

CAPITAL IDEAS: Less talk, more tariffs

The threat of more tariffs to be imposed by the U.S. just before talks were to begin was a dangerous game of diplomacy chicken, which didn’t end well as the Chinese said they were going to retaliate by raising tariffs on $60 billion of U.S. goods starting June 1.

CAPITAL IDEAS: Markets feeling good

The bad news is that when everyone is bullish, it’s often a bad time to be invested because, often times, that means all of the potential good news has already been expected and priced into the market.

CAPITAL IDEAS: You are not going to be OK

My point is that it’s not just about investing—you’ve got to be aware of your mistakes. Humans tend to be overconfident in their skills.

CAPITAL IDEAS: Go refund me

You deserve to receive your income when you get paid. Change your withholding and stop treating IRS tax refunds as if it’s some sort of windfall.

CAPITAL IDEAS: Vive la resistance!

Still, for many investors, significant concerns remain. Some fear that the advance has been nothing more than a rally in a bear market and the Christmas Eve lows will be revisited. Others fear that stock prices have gone “too far, too fast” and now the market is vulnerable to familiar headwinds such as trade talks, slowing earnings growth rates, a government shutdown, or any other of the recent favorites.
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