Published September 12, 2025
We know that many investors worry about deficits and the potential impact on interest rates. There was a bit of upheaval in non-U.S. credit markets recently. (more…)
Rising Earnings Lift Growth Stocks … Further
Published September 5, 2025
Not a day goes by that we don’t read some market observer commenting about how expensive the stock market is. Yet stocks have kept pushing higher. Why? The note below from Blackrock shows that the rise in U.S. growth stocks this year has been substantially the result of rising earnings. The increase in valuation (e.g. making stocks more expensive relative to their earnings) has been modest. Also of note, small cap stock valuations have not increased at all. (more…)
A Case for Not Lowering Interest Rates
Published August 29, 2025
In a recent article, long-time market analyst Ed Yardeni shares a list of reasons why the Federal Reserve should go slow in lowering interest rates: (more…)
The Fed’s Dilemma
Published August 22, 2025
To listen to the market media you would think the weight of the world hangs in the balance every time the Federal Reserve meets. Today’s speech at the annual Fed meeting in Wyoming is presumed to give investors a peak into whether the Central Bank will cut interest rates in September as well as their outlook for cuts through year-end. (more…)
Buy the Dip Keeps Working
Published August 15,2025
Long-time stock market watchers continue to be confounded by the market’s resilience. A good part of this underlying strength comes from the attitudes of today’s newest generation of investors. A recent article from the Wall Street Journal outlines the mindset of today’s young investors: (more…)
AI Spending Pushes the Economy
Published August 8, 2025
Our friends at Delta Research posted an amazing chart this week showing that huge AI spending by companies has contributed more to economic growth this quarter than falling consumer spending. We wouldn’t expect that to be sustainable. The question is whether consumer spending rebounds or not. (more…)
How to Control Our Emotions When Investing
Published August 1, 2025
As summer hits full steam (and heat!), we will dive into our archives and post a few briefs from our Knowledge Base. The Knowledge Base section of our website contains historical notes about investing and how to best use our TimingCube system and website. Enjoy! (more…)
How We View Buy-And-Hold Investing
Published July 25, 2025
As summer hits full steam (and heat!), we will dive into our archives and post a few briefs from our Knowledge Base. The Knowledge Base section of our website contains historical notes about investing and how to best use our TimingCube system and website. Enjoy! (more…)
The Intersection of Money, Time, and Happiness
Published July 18, 2025
As summer hits full steam (and heat!), we will dive into our archives and post a few briefs from our Knowledge Base. The Knowledge Base section of our website contains historical notes about investing and how to best use our TimingCube system and website. Enjoy!
A couple of recent articles struck our fancy by talking about the link between money, life “efficiency”, and how all that relates to our happiness. At the bottom, we have a link to an article from The Economist magazine talking about the impact Amazon is having on Wal-Mart. (more…)
It’s Only About U.S. – China Trade
Published July 11, 2025
Below is a summary article from MarketWatch and HSBC bank discussing why the stock market is hitting new highs despite continued trade tariff uncertainty.
“The moving target that is U.S. trade policy has been moving quite a bit this week, and the latest maneuvers from the leader of the free world has financial markets on the back foot this morning.