Market News

P/E ratios are not a good measure of value, and that’s especially true this year. Investors that rely on P/E ratios are in the Danger Zone.

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A look at how current U.S. stock market valuations stand. Unfortunately, there's not much reason for optimism.

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Sleepless in Palm Beach, I gazed out on our lagoon, promising myself to buy more BB debentures carrying five-year duration. Conversely, I benchmarked a typical $10 billion investment partnership against the Nasdaq 100 Index. It’s likewise concentrated and volatile .

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Cronos Group, a vertically integrated marijuana company, has been doubling down on the cannabis oils space over the last few quarters as it looks to bolster margins and drive greater product differentiation.

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Tiger Global also invests in Twilio

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Dinner debates are an annual tradition for many households on Thanksgiving. If the market becomes a topic at your table this year, here is perspective on timely issues your relatives will be thankful for.

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Apple has declined 20% in three weeks after announcing earnings on November 1st. Is it a buy now? Or, is it heading lower? John Archer, one of my managers, says Apple's fundamental value is $200, and that he would add to his position at a 30% discount, or about $140.

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Despite the weak stock market, holiday shopping season looks like it could be solid thanks to the healthy underlying economy. Tech stocks remain under pressure, and that might be the story on Wall Street in today’s shortened session.

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The results of the recent U.S. elections were good news for most Americans. The government works better when divided, not unified. A divided government is a necessary condition for government “shrinkage.” Every instance of shrinkage since WWII has occurred during a period of divided government.

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China's unofficial debt to GDP ratio is 300%.

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