November 2021
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 Missing Out) meets FOCAV (Fear...
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 Missing Out) meets FOCAV (Fear...
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 trading is necessary when market...
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 COVID is waning and...
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 resurgence of pandemic fears are...
Where are We in the Economic Cycle? There is growing evidence investors are perplexed about where we are in the economic cycle. That is a problem. It always is. Confidence...
Understanding Economic Cycles and Investment Strategy By Vaughn Woods, CFP, MBA Knowing how the economic cycle works makes you a better investor. The economic cycle is defined as the...