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Know-nothing Investing

Over the last several quarters we have seen an increase in market activity by individuals who seem to take pride in how much they don’t know about the stocks they are trading.  This is not investing.  Perhaps it is trading, wagering or just plain “rolling the dice.” Over the short run, this may not be […]

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Climate, Coal and China

China is putting forth a vision of continuing economic growth in conjunction with a reduction in greenhouse gas pollution.  The plan calls for a peaking in carbon dioxide emissions by 2030, and net carbon neutrality before 2060.  This may be difficult.  We have previously discussed China’s dependence on coal.  (See our blog dated 2019-2-13). China’s […]

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Momentum Investing

While there are a number of specific strategies that can be considered to be momentum investing, the simple definition can be summarized as, buying stocks that have been going up and selling/shorting stocks that have been going down on the assumption that the existing trend will continue.  It’s a little like being famous for being […]

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Subsidies or Surcharges?

In order to accelerate demand for electric vehicles (EVs), the world’s governments have been handing out a wide range of subsidies and incentives.  But in nearly half of U.S. states, driving a battery-powered car now requires paying an additional fee. To date, 24 states have imposed special fees on EVs, usually through higher registration charges, […]

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Taking the Plunge

A February 4, 2019 article in the Wall Street Journal titled How to Invest When Markets Are Down noted that “If you have a lump sum to in­vest, rather than a small amount each month, you may be bet­ter off in­vest­ing it all at once, mainly be­cause keep­ing it on the side­lines in cash while […]

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Consumer Confidence Hits 18-Year High

The U.S. consumer confidence index rose in October to an 18-year high, amid optimism about jobs and the economy, according to the New York-based Conference Board. It is also probable that improving consumer confidence may be, at least in part, attributable to broad gains in wages.  Specific wage gain calculations are complex and single data […]

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