Secrets of the Merely Wealthy

What is happening to Interest Rates?

While the headlines and talking heads reported “Federal Reserve Cuts Interest Rates,” the actual interest rate increase that Treasury bonds

A Beautifully Simple Clue to the Stock Market’s Biggest Winners

How can you hit a homerun in the Stock Market? We’ve studied every quantitative measurement and objective data set across the history of...

The Best Recipes in the World Have Only a Few Ingredients

I was so excited to try my first Tony Gemignani creation, I arrived early. Rather than take the menu I was handed, I eagerly asked for “...

The Incredible Shrinking Market

What you are looking at here is perhaps the most unasked question about the Stock Market, from our quiet perch of objective data. While...

WHOA...what if there isn't a Safe Withdrawal Rate?

The safe withdrawal rate of 4% keeps leading to more challenging questions than long-lasting answers, and new versions keep changing...

Globe Trotting Curiosity

We found undervalued tickets by looking through a wider lens at teams/markets loaded with talent just joining the league of capitalism.

Solving A Bank Heist: Follow The Money

There were ten security cameras perched above the bank teller’s window. A customer in a black coat walked up to the only banker left in...

Energy Smuggling Good

This will be the least popular idea I have shared in almost three decades of stock research. As always, I have no idea what will happen...

5 Questions to Ask an Investment Advisor Before Hiring Them

Any of your questions should be fair game, ask them all. The questions here have a little extra bite in them based on our experience over...

Financial Planning for Your Freedom Day

Most people are told they need to plan for retirement, but wonder what size their accounts need to be at what age. Then they spend years...

Yielding Better Results

Dividend Growth & March Madness

Dividend Growth: The Mikan Drill for Retirement Income

The arc of complex data analysis surrounding any question now is expanding so fast that I wonder if we are ending up farther away from...

Uncommon Dividends of batting .285

How does a kid who never made it past the 8th grade become one of the world’s most quoted philosophers, on a variety of complex subjects?...

No Moat Is Safe

My first memories of what a giant moat must feel like, was as a little kid in the early 1980s watching the Georgetown Hoyas defend the...

Capitalism’s Greatest Dividend Is Solving Problems

Robert Johnson was on his way to vacation and struck up a conversation with a railroad doctor on the train. Johnson was told about the...

Levered Work, Balanced Sheets

“ Just meet me at Buck’s, and we can talk about it ,” he told me. I did not know where, or what that was. I had never been to Woodside,...

Paradox Of Paper

The stated goal of this group of investors was to be “tops” in the business of “change-makers.” They were four brothers, and sons of an...

The Most Underrated Investor

Let’s start with the so-called “smart money.” Big institutions used to have better access to company data, to make their forecasts....

Confessions Of A Digital Dinosaur: Esports Potential Is Enormous. What Else Is Going On There?!

I had to see this place with my own eyes. The first university from a Power 5 conference to offer esports scholarships was the University...

Incredible H.U.L.K.

My kids know the supper table is my favorite place in the world. WE have grown up there, together. I love good food, but I am there for...