Sizemore Insights

By Charles Lewis Sizemore, CFA
I joined CNBC for a quick chat Sunday night:   After a initial surge following the election, stocks have traded mostly sideways for the past month. But by most measures, including market breadth, this is a healthy bull market. Valuations are stretched, to be sure. And that will likely keep a lid on stock returns over...
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My good friend and colleague Ari Rastegar was recently featured in D Magazine. The topic? Real estate, of course. In the interests of full disclosure, I invest a portion of both my personal funds and my clients’ funds with Ari. You can read an excerpt of the article here: Dallas real estate investor Ari Rastegar has...
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I joined Peggy Tuck today on Straight Talk Money. Up first, we talk about what “Dr. Copper” is prescribing for the market and for the global economy. We then turn to bond yields and what the dueling “bond kings” Bill Gross and Jeff Gundlach have to say. In the next segment, InvestorPlace Executive Editor Jeff Reeves...
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Perhaps I’ve been spending too much time with my young kids, but I’ve gotten to be quite good at wagging my finger and speaking in a stern, fatherly voice. I love my kids dearly, but at times the rascals need a little discipline. And chances are, when it comes to making full use of your 401(k)...
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Today on Straight Talk Money, we start with some news on McDonalds (MCD): Is Mickey D’s bailing on China, or is there more to this than meets the eye?   In the following segment, we look at some very quotable lines from Charlie Munger, Warren Buffett’s long-time business partner at Berkshire Hathaway: And in the final...
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