Overvalued Markets, Big Decisions & Cherry-Picking with Nick Maggiulli

FEATURING RITHOLTZ WEALTH MANAGEMENT’S, CHIEF OPERATING OFFICER, NICK MAGGIULLI @DOLLARSANDDATA One of the biggest questions on investors’ minds today is whether the stock market is overvalued. After all, if you look at the data, it seems abundantly clear that prices have outpaced fundamentals (i.e. earnings) over the past couple of years. For example, from January 2020 … Continued

Why $PINS Plummets & $SNAP Summits with Nikki Dunn

FEATURING SHE TALK FINANCE’S, FOUNDER, NIKKI DUNN @shetalksfinance Pinterest (PINS) and Snapchat (SNAP) shares have been pretty great performers over the past few years in the social media space. A recent earnings season however, is starting to show a clear divergence in how the market is perceiving these two companies. While Snapchat has enjoyed modest gains … Continued

Not all that Glitters is Gold with Tadas Viskanta

FEATURING RITHOLTZ WEALTH MANAGEMENT’S, DIRECTOR OF EDUCATION, TADAS VISKANTA @abnormalreturns The pitch for gold is simple: It is a hedge against inflation and societal uncertainty, which sums up the past year or more. The issue, however, is that gold has not cooperated.   Download Visual l Modify in YCharts l Click to view Tweet In the past year, … Continued

Don’t Short a Cult with Gannon Breslin

FEATURING THE AUTHOR OF REBEL MARKETS, GANNON BRESLIN, @gannonbreslin, @rebelmarkets Click to view Tweet Q: Give us an overview of your background in the markets. What is your investing philosophy? A: I started investing over six years ago during my senior year of high school. I didn’t have a job and had only a little money to play … Continued

Ignoring Short-term Trends with Felix Salmon

FEATURING FELIX SALMON, CHIEF FINANCIAL CORRESPONDENT AT AXIOS, @felixsalmon Click to view in YCharts Q: Give us an overview of your background in the markets. What is your investing philosophy? A: I’ve been writing about the markets since 1995. I started writing about bonds, which has been a great foundation for me. My investing philosophy is a … Continued

Don’t Go Chasing Yield with Investment Talk

FEATURING: INVESTMENT TALK   1) Someone reached out the other day and asked me what i thought of $DIV (Global X Superdividend ETF It largely depends what you want from your investments. Are you reaching for yield? Why do you want yield? This ETF yields about 9.7% compared to $VOO ‘s 1.68% But why? pic.twitter.com/0rcC9mkKq6 … Continued

Risk On, Risk Off with Michael Gayed

FEATURING: MICHAEL GAYED   Lot of you see I post using @ycharts which is legitimately one of the best research tools out there. Here’s a fun observation. Reactions to the news of Pfizer’s promising COVID vaccine? A switch out of “work from home” to “let’s go out and party.” Too soon? Probably. pic.twitter.com/m7OZRYsXys — Michael … Continued

All Revenue is Not Created Equal with Brian Feroldi

FEATURING: BRIAN FEROLDI Revenue that is: 1) Recurring 2) High-margin 3) Recession-proof Deserves a MUCH higher P/S ratio than revenue that is: 1) One-time 2) Low-margin 3) Cyclical$MA is a good example of the former. $F of latter. Data by @ycharts pic.twitter.com/0REZHUcBTv — Brian Feroldi (@BrianFeroldi) September 21, 2020 Q: You’re constantly stressing the importance … Continued

Dividend Stock Investing with The Dividend Guy

FEATURING: THE DIVIDEND GUY In 2017, I bought $MSFT @ $75. Yesterday, $MSFT announced a 10% dividend increase. 💪 I trust my dividend triangle to find great companies: 🔼5 year Rev growth 🔼5 year EPS growth 🔼5 year Div growth This is the start for all my stock researches.@ycharts makes it easy 😎 pic.twitter.com/1XG6oO46Ev — … Continued

Building a Culture of Education with Jay Coulter

FEATURING: JAY COULTER @danielcrosby‘s ‘The Behavioral Investor’ & was reminded of @MebFaber‘s work on 10 Month SMAs. Think of all the headaches most have been through this year yet a simple 200-day or 10 month SMA risk management rule could have saved your portfolio and lowered your stress! pic.twitter.com/a9D3hvdGJX — Jay Coulter | Resilient Advisor™ … Continued