Tag Archives: strong dollar

S&P Is Not GDP: Why Profits Fall While GDP Is Growing

The media, and many of the econo-pundits they interview, are befuddled by the current profit picture. Why, they wonder, will Q1 profits decline materially while the economy continues to grow? They get that energy earnings have collapsed, but isn’t there … Continue reading

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Seven Stock Picking Themes

I have argued that investors should “create their own conglomerate” of high quality companies, mostly growth companies that pay dividends, and own them for long periods of time. I know this sounds like just another dumb investment platitude. Now we … Continue reading

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