BBAE Blog

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Image representing blog post News Roundup: US Stocks en Fuego, Best & Worst Stocks, High PE Revenge, China’s Anticlimactic Stimulus
News Roundup: US Stocks en Fuego, Best & Worst Stocks, High PE Revenge, China’s Anticlimactic Stimulus

US stocks hit record highs, lessons from the best and worst stocks, high P/E stocks did well – but just this once? Plus, China’s stimulus challenge.

Image representing blog post What Does a More Miserable World Mean for Investors?
What Does a More Miserable World Mean for Investors?

World happiness – and especially US happiness – is going down. Is this a bad thing for the economy, or a good thing?

Image representing blog post Interview: Eoin Treacy Says Norwegian Cruise Line (NYSE: $NCLH) Could Double
Interview: Eoin Treacy Says Norwegian Cruise Line (NYSE: $NCLH) Could Double

The stock of Norwegian Cruise Line Holdings could double in the next 12-18 months, says analyst Eoin Treacy. Here’s why.

Image representing blog post News Roundup: Google Breakup, Good Jobs Report, Defense Stocks on Fire 
News Roundup: Google Breakup, Good Jobs Report, Defense Stocks on Fire 

Google breakup headlines are overblown, good jobs are bad for bonds, and defense stocks are one winner in of our combative world.

Image representing blog post When 1% of stocks = 80% of Gains, Do You Invest like Charlie Munger or Charlie Bilello?
When 1% of stocks = 80% of Gains, Do You Invest like Charlie Munger or Charlie Bilello?

When 1% of stocks = 80% of Gains, Do You Invest like Charlie Munger or Charlie Bilello? “Diversification is a protection against ignorance. It makes very little sense for anyone…

Image representing blog post Interview: ChatGPT ETF Mimics Top Investors. Will It Work?
Interview: ChatGPT ETF Mimics Top Investors. Will It Work?

Doug Clinton’s Intelligent Livermore ETF uses ChatGPT, Gemini, and Claude to copy Warren Buffett and other top investors to pick stocks. Will it work?

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