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It has been a very exciting year here at TradeSmith. As you know, one of our goals here is to constantly improve our programs. In this last Insider Update of 2019, we’d like to reflect on all the updates we’ve created this year for our various programs. Let’s dive in. TradeStops As you may know, … Continued
There are few things more obnoxious than dieting and nutrition advice. The more you dig for answers, the more confusing things get. The findings conflict with each other. The recommendations are all over the map. For example, one guy, a doctor or a Ph.D., tells you whole wheat grains are a bedrock staple. Another Ph.D. … Continued
When it comes to sky-high market valuations, Warren Buffett doesn’t have to speak. His mountain of cash does all the talking. “Sky-high” was the exact phrase Buffett used to describe market prices earlier this year. In spite of hoping to make an “elephant-sized acquisition” — another Buffett phrase — Berkshire’s Hathaway’s cash pile has swelled … Continued
We’ve been talking about cycles for the past few weeks. You can get a refresher here: What Investors and Farmers Have in Common: The Enduring Power of Cycles The Lotka-Volterra Equations: Nature’s Ode to Boom and Bust The WeWork Implosion is a Spectacular Example of a Cycle Top (and Era’s End) Today, we’ll explain how … Continued
The world of big tech looks like a chaotic, bruising, conflicted hot mess right now. And then there is Microsoft, floating above the fray. The Redmond, Wash.-based giant not only vies closely with Apple for the title of “most valuable company in the world” — both of them have a trillion-plus in market cap — … Continued
WeWork was, at one time, a Silicon Valley “unicorn” of legendary status. Now it is unicorn roadkill. In August, we argued that “The WeWork IPO Sums Up Everything Bad About the Unicorn Bubble.” That was more or less on point apart from one thing: The IPO never actually happened. Instead, WeWork self-destructed in one of … Continued
The U.S. stock market is in an uncertain place right now. The Dow and S&P 500 are not far from their all-time highs, but technology stocks are a mixed bag and small caps are well off their highs. Then, too, economic indicators are also a mixed bag. Some point toward optimism, but others are more … Continued
Why should investors pay attention to cycles? For the same reason farmers pay attention to seasons. To maximize the harvest, a farmer has to know the given season — and the seasons are a four-part cycle that repeats year after year. It would make no sense for the farmer to try and harvest crops in … Continued
Ever since the financial crisis of 2008, monetary policy has had an “Alice in Wonderland” feel. The whole thing has been a crazy experiment — and the experiment is still ongoing. The next bizarre chapter could be negative U.S. rates. Negative interest rates have already shown up in bond markets all around the world. If … Continued
What do investors and farmers have in common? Their work is dominated by cycles. A farmer who does not understand cycles — the ebb and flow of the seasons, a time to plant, a time to harvest, and a time to let the ground lay fallow — will not remain a farmer for long. Investors, … Continued