Trillion-dollar giants like Apple, Amazon and Microsoft are still good companies as the early post-pandemic recovery recedes in the rear view . . . but with so much of the Fed’s money sloshing around Wall Street, are they good enough to keep the entire market

You can make decent money on Wall Street by sticking to consensus logic, the trades that just about everyone agrees make sense. But the trades you remember are the ones that fly in the face of popular opinion. I’m talking about the contrarian postures where

A lot of investors are going into the scariest time of the year with a paradoxical attitude. In their world, bad news has become good news . . . because they can’t imagine anything better. Take today, for example. It turns out that restaurants, hotels

Everything this week led up to the Fed’s presentation at Jackson Hole this morning. From the tremendous market response, I think it’s safe to say investors are happy with what the bankers who pull the economy’s strings had to say. They didn’t really say anything

A lot of people are complaining about how expensive the S&P 500 has gotten. Under normal circumstances, I would not be buying the market at 21X forward earnings either. But I don’t buy the market. I buy the individual stocks that are growing fast enough

I love stocks. That’s why I spend so much time hunting opportunities even in the seasons when the big pockets on Wall Street have essentially given up on the market as a whole. This seems like one of those seasons. Just about every time I