August 30, 2022 The regulatory compliance firm Vigilant Solutions kindly sent me this report summary, the subject of which offends me. SEC’s Drafted Strategic Plan for Fiscal Years 2022 to 2026 On August 24th, the SEC released a draft of its strategic plan for fiscal years 2022 to 2026 with a focus on the
August 29, 2022 I am authoring a new book about the stock market. It will be published this year. It’s because capital markets have become downstream to the financial services industry culture, which is killing independent investment and making the bankers and their closest associates wealthier. Agents in financial services
June 10, 2022 Although we read about Financial Advisors all the time, my question is not as simple as simply referring to someone who is licensed as a Financial Advisor, like me for instance. Financial advice could be, say, should you restructure your debts? or should you afford to buy
June 8, 2022 This is a two-page excerpt of the 413 in the work-in-progress manuscript that was sent to my publisher. The book, which is as yet unnamed, is to be published at the end of August. Anybody who has been reading my blog over the years has read all
2022.01.29 I am a registered financial advisor who also writes a public blog at billcara.com, which I do for purposes of education and information. If anybody who invests wishes to participate in the Comments section using a nickname, they can do so if they are respectful of the education and
2022-01-27 Both points that are made today in the ETF Insider report at FinancialAdvisorIQ.com have been discussed by me repeatedly here in the blog and coincidentally in my upcoming book “120 Lessons in Capital Markets”. Welcome to this week’s ETF Insider. We’re looking at two tools in advisors’ ETF portfolio
January 18, 2022 Today at a client’s request, I gave a lot of thought to his negative opinion of crypto and so I wrote a bit about it earlier today in the blog. But, with market prices down at a time that I see investing in crypto is an opportunity,
For a conservative investment portfolio, my first universe of candidates (40 companies now instead of 30) has an average profile that many serious investors would appreciate. I compare the new data to the initial 30: Total Candidates = 40 (30) Market cap = $83.0 ($85.2) billion Forward PE = 12.9
When we invest risk capital in young enterprises, it’s important to read all the corporate news releases, financial summaries, and MD&A filings that time permits. If we don’t have the time, we shouldn’t be invested. In my case, I relish the opportunity to meet face to face the CEOs of
December 5, 2021, 10:57 am This article carried by the Wall St Journal this week ought to infuriate every independent investor. https://sports.yahoo.com/eu-fines-barclays-rbs-hsbc-104808164.html To summarize: Barclays, Credit Suisse, HSBC, and NatWest were fined 344 million euros (US$390 million) for foreign exchange market rigging. UBS avoided a 94 million euro (US$107
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