Archive

My Top Book Recommendations for Investing

A conversation is often one of the most enlightening activities you can have... It is an opportunity to experience the world from another person's perspective, often one that you have not considered before.  For generations, lessons were handed down to each successive generation through intricate storytelling, with fact and fiction often merging into one. First, […]

A Surprising Beneficiary of FDR's Legacy

Clean energy is among President Joe Biden's biggest priorities... Before the geopolitical conflict in Ukraine caused a dramatic spike in the prices of hydrocarbons, one of Biden's main goals was to prioritize renewable energy investments. Wherever possible, the Biden administration has pushed for greener energy and whatever tools possible to reduce pollution with the advocation […]

• PWR

A Company That Towers Above U.S. Oil Majors

This oil giant has seen a banner year, but it needs to watch out for competitors who have also thrived... Oil prices are still near eight-year highs after a multiyear slump. Among those celebrating is the giant oil producer Saudi Arabian Oil (2222.SR), often referred to as Saudi Aramco. It just posted blockbuster profits last […]

• AAPL
• XOM

Howard Schultz Can't Seem to Quit Starbucks

Being there for all of Starbucks' (SBUX) major moments... The entrepreneurial coffee legend has been a consistent figure at Starbucks throughout its history. Schultz has been there for Starbucks' big moments, from shifting the first store location to an espresso bar in the 1980s to building its success as a massive coffee empire. While he […]

• SBUX

Don't Buy Gold

Demand for gold never let up in India... The pandemic hit India hard. Many people lost their jobs and struggled to make ends meet. But even through the worst of it all, demand for gold remained strong...  In fact, India has been a consistent buyer of gold, second only to China in terms of market […]

• CPER
• JJU
• PEP
• YUM

What Remains the Same in a Post-Pandemic World

I'm in the Philippines for the first time in over two years... This past week I was on a flight to the Philippines for the first time since the beginning of the coronavirus pandemic. When I left in early 2020, I had no idea it would be so long before I returned.  On the flight […]

• DPZ
• GS

Why Bill Ackman Is Betting Big on This Railroad Company

It's been an interesting week for prominent hedge fund activists... In an amusing twist of fate, we're talking about two activist investors this week.  On Tuesday, we talked about Carl Icahn and how he has been targeting McDonald's (MCD) for the mistreatment of farm animals.  Those familiar with the history between these two activists might […]

• CP
• HLF
• MCD

Steve Jobs' Final Prediction Is Like Investing in Apple in 2005

Very few products anticipate consumer needs before they exist... In the early 2000s, the mobile phone industry was dominated by the European telecom giant Nokia (NOK). Nokia's market share was as high as 49% in 2007, selling a record 437 million handsets that year. Its cellphones did everything you'd expect – they were durable, had […]

• AAPL
• BB

Carl Icahn Is Changing How Things Are Done at This Fast-Food Chain

Carl Icahn made his fame with his activist investment strategy... Carl Icahn has been labeled harshly as a corporate raider, an aggressive activist investor, and a man who can get whatever he wants out of a company. Over the last 50 years, his track record speaks for itself, thanks to his unorthodox investment strategy. As […]

• HLF
• MCD

If You're Worried About the Market, Take a Look at This Chart 

Analysts have been calling for nothing but a crash this entire year...  What began as market volatility has become a market rout. First came the high inflation... then came the de-risking due to uncertainty around the Ukraine crisis.  As prices rose further and Russia's invasion of Ukraine progressed, investors started worrying about a new looming […]