Category: Stock Market
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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…
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Technical Analysis: Really?
If you’ve studied finance in school, or read books by finance professors, you’ve probably learned that technical analysis “doesn’t work.” In one important sense, that is correct, because when it does work (and it does in the right hands), it tends to produce negative tax consequences (see the end of…
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Novo Nordisk: Time to Sell?
Novo Nordisk shareholders have grown fat even as the obesity drug company’s customers have been losing weight. From relative obscurity just five years ago, Novo Nordisk has become the most valuable company in Europe. The promise of future returns is built into the stock price. In this post, we look…
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Berkshire After Buffett
Last week’s death of Warren Buffett’s long-time “partner”, Charlie Munger, got us thinking about what might happen to Berkshire when Buffett, now 93 years old, either dies or becomes unable to continue as CEO. As almost everyone in the investing world knows, Buffett has been unimaginably successful as the CEO of…
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Do 95% of Stocks Eventually Lose?
Yes, 95% of stocks do eventually lose. That’s the bad news. But there’s good news too. We’ll explain the above claim, and then will suggest a solution. The stock market has generated incredible wealth for investors over the last hundred years. But if you’re not careful, you can lose big, as shown by…
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Why is Warren Buffett Looking So Grim?
Warren Buffett has sold about $23 billion of stock since the beginning of the year, including a recent $2 billion trade in a single concentrated position, Chevron.[1] Buffett has built Berkshire’s cash pile to $153 billion! What does he know that the rest of us don’t? Buffett, arguably the most…
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Recession Warning: Does Falling M2 Signal A Recession?
The M2 money supply rose at an unprecedented pace in the two years following the covid pandemic. In the last year, that same M2 money supply has fallen at a rate not seen since the 1930s. In this post, we explain why the rise and subsequent fall in M2 makes…
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NVIDIA – Look Out Below?
Is Nvidia headed for another wealth-destroying drop? The company lost nearly 2/3rds of its market value as recently as 2021 to 2022! Now the stock is back up, piggybacking on the AI craze. At its recent highs, Nvidia was valued at over $1 trillion. But over the past week, the…
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