Oil keeps bouncing around with every geopolitical headline. The big AI companies keep launching their “flagship” products while, at the same time, asking regulators to regulate them. Funny how that also happens to help with product liability claims. Bond yields are shooting up around the world while stocks keep jumping whenever yields do. Go figure….

Oh well, I periodically recycle old posts on my blog to ensure that new clients can benefit from valuable content they may have missed. Check out this post that I believe may capture the interest of those who have recently joined our community of investors. Quantity does not always translate to quality. When it comes…

I came across this interesting article from CNBC while googling for some market information. Here is the article which has been modified slightly. At the age of 12, billionaire Ray Dalio bought his first stock for less than $5 a share with money he made while caddying in Queens, New York. “I got lucky, because the…

I will be on the road for the next couple of days, so the blog will be taking a brief nap. No worries because I’m not fleeing the markets. Just stepping away for a short while and will return soon, refreshed and ready to dive back in. I will be meeting with some investors and…

I periodically recycle old posts on my blog to ensure that new clients can benefit from valuable content they may have missed and this post is one such example. When someone asks me if getting the CFA charter is worth it, my answer is always, “Well, it depends, what do you want out of it?”…