SpaceX has reached profitability, driven by the rapid expansion of Starlink. The shifting political landscape could further enhance the company’s prospects. Click here to read the entire article on Forbes.com
(FORBES) (Published Works) Diversifying Beyond The Vanilla S&P 500: Two ETFs To Watch In 2025
The S&P 500 has outperformed again in 2024. However, with valuations near record highs, it’s time to consider some other alternatives. These two ETFs are good candidates. Click here to read the entire article on Forbes.
(FORBES) (Published Works) How Luxury Watches, Art And Handbags Can Boost Your Investing Portfolio
Collectible investing is now accessible beyond the ultra-wealthy; rising demand and fractionalization make it a viable asset class for portfolio diversification. In my latest article on Forbes.com, I cover recent price trends in the art, luxury watches, vintage cars, fine wine, and handbag markets. Click here to read the entire article.
(FORBES) (Published Works) Alternative Fixed-Income Strategies For Year-End Portfolio Rebalancing
As year-end approaches, many investors will consider rebalancing their portfolios, reducing equity exposure, and adding some form of fixed income. Before allocating to the typical passive bond fund made up of Treasuries, mortgages, and corporate bonds, consider a broader range of alternatives that may have better risk/return characteristics. In my latest Forbes post, I discuss …
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(FORBES) China’s Stimulus Measures: A Temporary Bandage On Deeper Economic Issues
While the Chinese government has recently enacted stimulus measures to revitalize its flagging economy, many investors and economists remain skeptical of their long-term effectiveness. The measures provide a temporary reprieve to the current malaise and do not address the deep-rooted structural issues plaguing China’s economy. Unless more is done to address domestic consumption, the recent gains in …
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(FORBES) German Stock Market Thrives Despite Economic Struggles
Not long ago, the German economy was the envy of Europe. It had low unemployment, sound fiscal policies and exported luxury cars and value-added industrial goods to a growing global economy. Germany was a poster child for the benefits of globalization. However, recent years have not been so kind. Click here to read the entire …
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(FORBES) No End In Sight For Swiss Watch Industry Downturn
Troubles in the luxury watch market continue, evidenced by the latest report from the Federation of the Swiss Watch Industry. Please click here to read the entire article on Forbes.
(FORBES) (Published Works) Walmart Earnings And Overall Retail Sales Ease Recession Concerns
Walmart stock jumped after the retail giant delivered another strong earnings report. The company’s fiscal year 2025 Q2 numbers beat revenue and profit estimates, while raising its full-year guidance. Investors viewed the Walmart earnings report and better overall retail sales data as confirmation that a slowdown in consumer spending is yet to develop. Click here …
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(FORBES) S&P 500 Volatility Spike Reflects Market Positioning, Not A Recession
Last week’s global volatility shock is a classic example of what happens when crowded trades are unwound simultaneously. Click here to read the entire article on Forbes.com.
(LinkedIn) What Will Stop the Rotation Out of Large-Cap Tech?
I’m trying something different this week, testing the LinkedIn platform to see if my latest article would get more visibility. But I don’t want the blog post subscribers to be shut out! Instead of rewriting the article for the website, below is a link to post on LinkedIn. Thank you. Please click here to access …
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