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.
Our shift from growth to value throughout last year has been small in magnitude and snail-slow. We didn’t want to get too defensive and lose out on the upside, and value stocks allow for the possibility of participating on the upside.
Only three U.S. presidents have faced impeachment proceedings. It makes it hard for me to use impeachment threats or proceedings as a tool to determine where U.S. stocks will go.
When it comes to the movement of stock prices and how those prices reflect fundamental data, good vs. bad is largely irrelevant. What matters is not good vs. bad, but better vs. worse.
Where the economy might go from here is another conversation, but we do know that defaults on existing debt are relatively tame, meaning that consumers are not yet feeling overwhelmed.
The chairman appeared to be sending a message to the White House that its trade war is pushing the U.S. toward a recession, and that the Fed may not have the tools to bail us out if that happens.
Do you know who gets the worst returns in the stock market? People who buy something because it’s gone up in price and sell something because it’s gone down in price. Time and time again, following the crowd has proven to be the stupidest thing in the world of investing.
It's very easy for me to tell you what to do at extremes: Do what feels the worst and go against the crowd. But we’re not at extremes now; indicators are mixed. So what to do now?
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.
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...
Although going through the value growth process takes one to five years, the most common question I get from business owners is “What can I do now to improve my business today?”
You can see the yin and yang between the dangers of an international trade dispute and a U.S. economy so strong the Fed has its sights set to slow it down.
