On Straight Talk Money: Should We Worry About 3% Bond Yields?

I joined Peggy Tuck and Chase Robertson this morning on Straight Talk Money. In the first segment, we focus on earnings beats by Boeing (BA), Twitter (TWTR), Blackstone (BX) and others.


In the next segment, we confront the elephant […] Continue Reading…

On Straight Talk Money: Is Value Set to Trounce Growth?

I joined Peggy Tuck yesterday on Straight Talk Money to chat about the market. Are value stocks set to outperform growth?




Presentation: Is the Bull Market Over? Or Just Taking a Pause?

The following is an excerpt from a presentation I gave this week:


Keeping Perspective: Julian Robertson’s Last Letter to Investors

Growth stocks — and specifically large-cap tech stocks led by the FAANGs — have utterly crushed value stocks of late. It’s been the dominant theme of the past five years. Even the first quarter of 2018, which saw Facebook […] Continue Reading…

Is the FAANG Trade Over?

I recently joined a roundtable discussion hosted by Investing.com. The questions posed: Is The FAANG Bull Run Over and are Tech Stocks Still A Buy?

This was my answer:
The FAANGs trade is a little long in the tooth at this […] Continue Reading…