April 24, 2025 A multi-million-dollar TV campaign in Mexico by US Homeland Security is (a) being stopped by the Mexican government, and (b) going viral worldwide, causing many countries to file US travel warnings. The ‘We will hunt you down’ theme, and the evidence that some innocent travelers have been
April 25, 2025 When I compared Healthcare REIT Welltower (WELL) to some of the European REITs I am investigating, I discovered that there are no direct healthcare REIT equivalents at scale in Europe that are similar. Welltower’s Key Characteristics Comparison to European REITs Vonovia (Germany): Segro (UK/Pan-European): Gecina (France): Comparison
April 22, 2025 Investing isn’t just about buying low and selling high. It’s about understanding what you’re investing in—the real business behind the stock ticker. Too often, investors get caught up in short-term price movements, forgetting that a company is much more than its share price. A Company Is Not
April 20, 2025 IntroductionAs we navigate these volatile markets, understanding sector rotations and macroeconomic trends is critical. One of the most effective tools for doing so is tracking industry-specific ETFs, which provide real-time insights into shifting investor sentiment and economic cycles. Recap of Recent Market Turmoil The “Party’s Over” Signal: Gold
April 17, 2025 These are the Top 5 picks from the Capital Events Management Investor Breakout Exchange (Discussion Group of over 60 financial advisors and money managers) last weekend in Scottsdale, Arizona. I did not attend the CEM Conference, as I recently resigned due to retirement; however, I endorse CEM
April 16, 2025 Earnings Season is here—that quarterly ritual in the market where companies unveil their financial health. But savvy investors know these reports aren’t just spreadsheets of facts. As media theorist Marshall McLuhan famously said, “The medium is the message.” Today, earnings reports are the medium through which Wall
April 15, 2025 The United States’ economic strengths, including its deep credit market, robust financial system, and the dollar’s global reserve status, provide a solid foundation for resolving economic disputes, as it has done effectively for 80 years. However, a tariff war with China introduces complexities that challenge the notion
April 14, 2025 Introduction The Trump administration’s proposed $1–1.5 million fee per port call on Chinese-built vessels—a direct strike at China’s shipbuilding dominance—has thrust the US-China trade war into uncharted territory. Coupled with existing tit-for-tat tariffs (145% US tariffs on Chinese imports; 125% Chinese retaliatory levies), this policy has triggered
April 10, 2025 Over the years, I’ve observed that the world of finance is split into two distinct groups: traders and investors. Many articles on the subject still follow the old sell-side narrative, missing the true difference. In my view, the most important distinction lies in how each participant is
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