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September Newsletter   Much of what I write about has to do with economic cycles…for a reason. It affects everyone sooner or later and markets

Cloud Computing Industry   In 1956, then U.S. Vice President Richard Nixon, under President Dwight D. Eisenhower, told Soviet First Secretary Nikita Khrushchev that the

Oil. Oil. Oil.   Sometimes I write articles to you about the immediacy of current and future trends in the stock and bond market. However,

OK, Investor: What Do You Want?   What do you want? Yes, you want the market to engage in a ferocious upside rally, but that

Inflation, International and Domestic Threats and Investment Strategy   By Vaughn Woods, CFP, MBA   The United States is now facing one of the greatest

Guns or butter? Inflation or standard of living? Ukrainian cities continue to suffer Russian bombing even as Russian officials are thought to be behind the

Update, Logic and Strategic Considerations   The Technical Take The technical condition of the stock market deteriorated during the month of January as the major

Inflation, Market Valuations, and Year End estimates.   After years of fiscal and monetary stimulus, inflation is now the great concern. Inflation increases stock volatility.

Is the market overpriced? Well, let’s talk about the pain trade. At present, the pain trade is not being bullish enough. So, FOMO (Fear of

Questions and Answers Q1: Vaughn, I noticed you aren’t trading as much these days. What’s up? Buying and selling stocks is a cyclical matter. More

Chips and a Dip, Anger and Progress, During a Mid-Cycle Market Are we coming to the end of an economic cycle? Not even close. Fear

Over the last 5 quarters, analysts have significantly underestimated S&P 500 earnings. Some 90% of companies reporting have outperformed quarterly earnings estimates even as a