S&P 500 earnings rise alongside P/E; emerging markets and chart crime; if active ETFs are more tax-efficient than mutual funds, who needs mutual funds?
2025 Investing Resolutions Silly articles can be the most meaningful. What I’m about to present – my final missive in my time as BBAE’s Chief Investment Officer – isn’t deeply…
Lessons from Charlie Bilello from 2024; 45% of US stocks trading below average P/E, small company optimism soars on Trump anticipation.
Stock market predictions, along with nearly all economic predictions, tend to be terribly inaccurate. So why do we revisit them every year?
Argentina’s stock market is up 153%, and inflation fell from 287% to 2.4%. Will Javier Mieli inspire Trump and Musk to liberalize the US economy?
News Roundup: Fed Cuts Rates but Scares Markets, Forecasts Remain a Fool’s Errand, Argentina Fed: US economy too good for its own good (+ we fear Trump inflation) The Fed’s…
