Archive

Filter

For more than 10 years we’ve argued the economy is on a tightrope between inflation and deflation. As long as the Fed could maintain control by pouring money into financial assets, we could walk it successfully. But that only worked when we had enough sway over the world to keep… Read More

I’ve been warning about the risks, but this is one bow I wish I didn’t have to take. The sharp gains in oil prices could push an already vulnerable market over the line. Specifically, the 50% rise in prices over the past three months means further gains of just 15%… Read More

For a long time, cell tower operators like Crown Castle International (NYSE: CCI) (Income/Value Portfolio) were REIT standouts. They showed their defensive mettle even during the pandemic outbreak, providing a haven for investors as the overall market fell steeply. But things have changed over the past year or two. Inflation… Read More

There’s no denying that Apple (NSDQ: AAPL) has been an excellent investment. Since rejoining our Growth Portfolio in the summer of 2018, the stock has nearly quadrupled. Shareholders who owned it longer very likely have even greater gains. Nor is it an accident that Apple became the world’s largest publicly… Read More