Category Archives: Investment Recommendations

Convertible Securities Last week, we announced that we have resumed coverage of convertible securities. The following is a brief discussion of convertible bonds. Characteristics Convertible securities include financial instruments such as convertible bonds, convertible preferred stocks, and warrants. Convertible securities … Continue reading →

New Coverage of Convertible Securities In the very near future, we will begin coverage of individual convertible securities and convertible securities funds. Convertible securities include financial instruments such as convertible bonds, convertible preferred stocks, and warrants. Convertible securities can be … Continue reading →

NABE Outlook Survey – December 2020 SUMMARY: “The NABE [National Association for Business Economics] Outlook panel anticipates more moderate growth in economic activity going forward after the sharp rebound during the third quarter,” said NABE President Manuel Balmaseda, CBE, chief … Continue reading →

The Power of Low and Non-Correlated Assets I showed a YouTube interview with Ray Dalio to my MBA Finance class today. Ray Dalio is the founder and co-chief investment officer of Bridgewater Associates, one of the largest hedge fund managers … Continue reading →

Fourth Quarter 2020 Survey of Professional Forecasters [Release Date: November 16, 2020] The outlook for real GDP growth in the next few quarters looks weaker now than it did three months ago, according to 37 forecasters surveyed by the Federal … Continue reading →

Mr. Biden, If It Ain’t Broke, Please Don’t Fix It! I read in today’s Wall Street Journal that Securities and Commission Chairman (SEC) Jay Clayton is leaving his post at the end of the year and that this opens the … Continue reading →

Intrinsinomics Paper Presented at International Leadership Association (ILA) I presented an updated paper on my new theory of economics known as, The Value Creation Theory of the Economy (also known as, Intrinsinomics), on November 6, 2020 at the International Leadership Association’s annual global conference, which … Continue reading →

Looking at Strategic Management Through a Financial Lens – An Update I taught two MBA courses in Strategic Management this past summer at California Baptist University. While teaching these courses, I was experimenting with different ways to explore the concept … Continue reading →

A Tried and True Market Indicator We’re always on the lookout for sure-fire market indicators. Here is one that rarely misses. This is the one where everyone becomes a day trader. Of course, this has been happening for quite some … Continue reading →

How Can Not Paying Taxes Be a Good Thing for Investors and the Economy? The New York Times and other newspapers reported recently that Trump paid only $750 in taxes in 2016 and 2017. Trump acknowledged this fact and even … Continue reading →