ANALYSIS: A look at some of the various approaches investors can take to reduce their losses when an (inevitable) crash does occur.
ANALYSIS: Understanding flows of money between different sectors of the economy can help us understand the source of profits across the corporate sector.
ANALYSIS: Google’s monopoly in what we call ‘search’ is illegal.
ANALYSIS: Consider the actual economic profit or earnings relationship to concentration, as concentration itself isn’t a factor to be feared.
ANALYSIS: Looking at one of the most important decisions an investor can make.
ANALYSIS: For investors trying to productively allocate the research time in their day, they clearly need to consider a range of factors.
ANALYSIS: Largest driver in growth of fixed assets for Amazon, Microsoft, and Alphabet is growth in demand for cloud services; two other drivers could be cause for concern.
ANALYSIS: While it may not be clear what or how right now, ‘Magnificent 7’ boardrooms will be laser-focused on leading that race.
ANALYSIS: Picking the next M&A target might be a less likely strategy for developing wealth.
ANALYSIS: Investors are hoping to focus less on the pain of the current downturn and are more looking through to the eventual economic, and profits, recovery.