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

I hope your summer is going well. Here in the New York metro area, the new strain of COVID has once again filled emergency rooms and while the vaccines help mitigate the symptoms, they aren’t stopping the disease entirely. That’s a real shadow as we

Jeremy Grantham is a legend. He says Wall Street is in a bubble bigger than the one that popped in the dot-com era. That’s the headline people are spreading to make you nervous enough to sell your stocks. It worked well before the bargain hunters

Wall Street wanted too much from this earnings season, even though this week has been fantastic for long-term investors. The only people frowning are traders who won’t settle for anything less than absolute instant gratification. And when you take a step back, it’s clear that