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Investing · Investment Tactics
US Stocks: Goldman’s Grim Forecast
Goldman Sachs predicts US stock market returns of 3% per year for the next decade. How much stock should investors put in this prediction?
James Early · October 25, 2024 · 4 min read
Investing · Investment Tactics
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.
James Early · October 18, 2024 · 7 min read
Investing · Investment Tactics
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?
James Early · October 18, 2024 · 7 min read
Investing · Investment Tactics
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.
James Early · October 17, 2024 · 1 min read
Investing · Investment Tactics
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.
James Early · October 11, 2024 · 4 min read
Investing · Investment Tactics
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 w…
James Early · October 11, 2024 · 4 min read

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