by adrian tout | Dec 15, 2024 | Lessons, Tariffs, Trump
Words: 2,683 Time: 10 Minutes Econ 101: Why tariffs ultimately don’t work Global central banks move to counter expected (Trump) consequences S&P 500 pushes into possible zone of resistance Trump’s favorite word in the dictionary is...
by adrian tout | Dec 13, 2024 | Inflation, Interest Rates / Bonds, Investing Lessons, Uncategorized, Valuations
Words: 1,968 Time: 8 Minutes Persistent Inflation in Services Fed Rate Cut Uncertainty Optimism Amid Extremely High Valuations The stock market could not be more optimistic. And perhaps not since the dot.com bubble of 1999 – have investors been so sure of the...
by adrian tout | Dec 7, 2024 | S&P500, Trump, Valuations
Words: 2,073 Time: 9 Minutes Business sector now very optimistic on the outlook Why reduced government spending can help ‘unlock’ private investment S&P hits record highs… however it’s very expensive Markets could not be more optimistic...
by adrian tout | Dec 6, 2024 | Charlie Munger, Investing Lessons, Valuations, Warren Buffett
Words: 2,085 Time: 9 Minutes Moats and long-term durability It’s not just what we buy – it’s critical how much we pay Rational thinking starts with thinking probabilistically With markets at record highs – trading at very high valuations...
by adrian tout | Nov 29, 2024 | Asset Allocation, Investing Lessons, S&P500, Valuations, Warren Buffett
Words: 1,645 Time: 7 Minutes Market appears over-valued by several measures Tobin’s Q-Ratio now exceeds the level of the dot.com crash Ways to consider hedging your exposure “The defensive investor should be satisfied with the gains shown on half his portfolio...
