Recession Forecasting with Michael Gayed

FEATURING THE LEAD-LAG REPORT‘S PUBLISHER, MICHAEL GAYED  I’m a firm believer that when it comes to examining current economic and market conditions, the bond market gets it right more often than the stock market. With inflation rates soaring and the Fed ending its years-long ultra-loose monetary policy conditions, the big question is whether or not … Continued

How Long Does it Take Tech Stocks to Recover From a Crash? with Ben Carlson

This post originally appeared on Ben Carlson’s A Wealth of Common Sense on 2/20/22. Follow Ben on Twitter @awealthofcs for more!  —— From 1990 through the end of 1999, Microsoft’s share price went from around 60 cents to almost $60. That was a gain of nearly 10,000%, good enough to turn $10k into $1 million. Not bad. Then the … Continued

Victors of Today’s Market Volatility with Beth Kindig

FEATURING I/O FUND’S, TECHNOLOGY INDUSTRY ANALYST, BETH KINDIG @Beth_Kindig, and Bradley Cipriano Markets have been volatile in 2022 and growth stocks have had a rollercoaster year so far. Countless high-performing technology stocks have been sold indiscriminately this year. For instance, growth leaders such as CrowdStrike, Datadog, and Snowflake were all down over 20% at one point in … Continued

Bear Market Mania with Charlie Bilello

FEATURING THE FOUNDER & CEO OF COMPOUND CAPITAL ADVISORS, CHARLIE BILELLO, @charliebilello Is this a bull or a bear market? In looking at any of the major U.S. indices, that might seem like a ridiculous question. The S&P 500 is up over 20% on the year and has hit 66 all-time highs, the second most of … Continued

Turning a $10K Investment into $39M with Austin Lieberman

FEATURING SOCIAL CAPITAL’S EMERGING MANAGER, AUSTIN LIEBERMAN, @LiebermanAustin ​​A $10,000 Investment in Microsoft in 1986 is Worth $39 Million Today! I hate these headlines. But let’s play along.. A $10,000 investment in Microsoft on November 3, 1986 held through November 29, 2021 is worth $38.9 million today. That’s a 389,000% return compared to a measly 4,270% return … Continued

The New and Improved Inflation Hedge With Chris Dunn

FEATURING THE HOST OF WE TALK MONEY PODCAST, CHRIS DUNN @ChrisDunnTV   When you ask someone the main reason why they invest, they are likely to respond with: “to grow my money, and beat inflation”. Over the past decade, inflation has been rather muted. Investors in equities have been handsomely rewarded with low interest rates, low inflation and … Continued

Investing When Inflation Outpaces Interest Rates With Lyn Alden

FEATURING THE FOUNDER OF LYN ALDEN INVESTMENT STRATEGY, LYN ALDEN @LynAldenContact   One of my favorite ways to use YCharts is to keep track of various interest rates compared to various measures of inflation on one convenient chart. Historically, interest rates and inflation have often moved together, but things have been very different in 2021. We can … Continued

Stock-based Compensation: A Love/Hate Relationship with Simon Erickson

FEATURING 7 INVESTING’S, FOUNDER & CEO, SIMON ERICKSON @7Innovator   In today’s full-throttle world, we’ve gone numb to hearing about stock-based compensation. During earnings calls, we yawn or mentally check out when companies start talking about their “adjusted earnings” or their “adjusted margins”. We already know and have come to accept that Silicon Valley’s fast-growing tech … Continued

Predicting Q3 Earnings through FAANG with Beth Kindig

FEATURING I/O FUND’S, TECHNOLOGY INDUSTRY ANALYST, BETH KINDIG @Beth_Kindig   FAANG – An analysis of FAANG heading into Q3 earnings FAANG is a well known acronym that includes some of the most successful tech companies: Facebook, Amazon, Apple, Netflix and Google. These highly liquid stocks generally lead the market, as they have certainly done this year. … Continued

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