Category: Stock Market
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Is Ethereum an Investment or Just Speculation? A Closer Look
Ethereum, the “baby brother” of Bitcoin, is in the news again, because its price has tripled since April. Ethereum is variously described as “the world’s leading programmable blockchain,” and a “revolutionary global software platform” but what seems to attract most buyers is the “native cryptocurrency” known as ether and traded…
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Down 70%? Don’t Let it Happen to You
Concentrated stock holdings can be risky. Novo Nordisk is just the latest poster child for this fact that everyone knows, but not everyone wants to do something about. Novo Nordisk has fallen from a high of about $142 per share in June 2024 to about $51 per share in August…
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Tulipmania Revisited: Separating Hysteria from History
I was in Holland last week, and the Dutch tulips are in full and magnificent bloom. The fields full of technicolor flowers, in a display so extensive and impressive that it seems impossible, might not have made the list of Seven Wonders of the World, solely because they did not…
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Do You Know How You’re Influenced by Modern Portfolio Theory?
Almost everyone believes that you should diversify your assets – but there are different explanations about why. It is sometimes said (though how anyone would know is another story) that fish are not aware that they swim in water. Similarly, many investors today live in a world shaped by many…
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The End of the World?
Did you know the world almost ended in June? For real… The world as we know it may have come within hours of ending on June 29, 2024 when an asteroid, discovered only about one week before, passed closer to the earth than the moon is. A few hours difference…
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Nothing Runs Like a Deere – Should You Sell John Deere Stock?
John Deere is in the headlines because it has announced plans to eliminate about 600 jobs from three factories in the US.[1] This news attracted our attention, because we have seen selling over the past couple of years, including people using our Stock Diversification Trust to take large gains without…
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Tesla Without Musk? What Then?
When we last blogged about Tesla almost a year ago,[1] we advised “If Tesla won’t own the world, consider selling your shares.” Tesla was then trading at $269 per share. And since then, it doesn’t look like Tesla will own the world. Tesla shares closed on Friday at $178 each.…
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Buffett is Selling Apple. Should You?
In a report released May 4, 2024, Berkshire Hathaway revealed that it has sold about 115 million shares of Apple, for proceeds of about $20 billion. About a year ago, in June 2023, we observed that Apple shareholders had enjoyed a phenomenal run. At that time, about a year ago,…
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Why Doesn’t Your Client Act? 4 Factors to Guide Financial Decision-Making
Advisors can spend hours explaining a great solution to their clients, only to have those clients not act on the solution. There’s no magic bullet. But sometimes clients appreciate it when their advisor helps them identify what’s making the decision hard. What makes a decision difficult? Decision analysts have found…
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Advisors Gain Assets Easily and Stand Out from the Competition
Many financial advisors work hard to grow, or to stand out in a crowded marketplace. A select few are discovering how to grow more easily, and stand out from the competition, by implementing a “blue ocean” strategy. Blue Ocean Strategy is the name of one of the most famous articles…