Investors have some great opportunities for finding alpha in today’s market. The easy days of the market may be over and actively managed funds will prove their worth in the coming years in my view. Here are some stocks that have certainly fallen out of vogue and could outperform peers going forward. 1. Cloud Peak … Read more
Markets can be deceiving, especially during pivots in long term trends. Corrections are mistaken for bear markets, and break-outs in long standing financial ratios are by default perceived as fragile bubbles. This can be a symptom of always looking in the rear view mirror, not fully grasping the much longer term trends and cycles at … Read more
The most entertaining and dramatic stock to follow these days of course is Tesla. Its sky high market cap has drawn fanatic proponents as well as adamant critics into the public discourse. One of the main arguments made by bulls is the idea that Tesla should not be valued as a car manufacturer, but rather … Read more