Earlier this week, the Wall Street Journal (WSJ) observed a problem that our readers have long known: mutual funds have a major structural flaw that exposes shareholders to unwanted and unnecessary tax liabilities. Moreover, this flaw should be of acute interest to anybody anywhere that owns a... Read More
One online dictionary defines the word "fluke" as an "unlikely chance occurrence, especially a surprising piece of luck." Alternative descriptions include chance, coincidence, and accident. All of these synonyms are accurate adjectives for the cryptocurrency market.
For the record, I am not... Read More
The total U.S. stock market has gained over 20% during the past year and is doing great. But for U.S. investors that are under-weighted to foreign stocks, it's not so great. Why? Because foreign stocks have convincingly outperformed U.S. equities, thereby causing a performance deficit. What's the... Read More
Sitting atop this year's performance gainers are leveraged ETFs. These are funds that use a combination of debt and derivatives to magnify their performance. Are leveraged ETFs right for you?
Before tackling this question, let's examine key trends within this arena.
Among this year's best... Read More
Being a contrarian investor is a lot harder than it sounds. It means doing the opposite of the crowd. It means having the stomach and stamina to buy assets or investments that are unloved, misunderstood, and trading at bargain prices.
Highly respected investors who made their fortunes by being... Read More