Patience and Profits

Volatility returns Stock market volatility is back. In February this year, the S&P 500 posted the largest single-day point fall in its history, only to rebound with the fourth largest single-day rise in history. All that volatility has some questioning if it still makes sense to invest in the stock market. S&P 500 BEST & WORST SINGLE DAY POINT … Continue reading Patience and Profits

Egypt Waits for Spring

Cradle of civilization  Egypt has been called the "cradle of civilization." Egyptians are tied to some of the earliest forms of language, agriculture, and technology that's known to man.  While the country has experienced its share of modern social and political issues, Egypt today is ripe with potential.  Consider the following characteristics. The most populated … Continue reading Egypt Waits for Spring

Dimming the Lights

Last year I made the case for solar stocks.  I was reasonably optimistic about the long-term prospects for the industry and thought stock prices looked meaningfully undervalued.   I got lucky timing-wise because solar stocks were up 54% in 2017 -- that much I did not expect. Source: etfreplay.com Of course, I'm not complaining. But valuations … Continue reading Dimming the Lights

Greed and Fear

US stocks are at all-time highs and many valuations measures suggest they are expensive.  That doesn't mean the market can't keep rising and it's proven bears wrong for years.  However, it's fair to say US stocks don't look cheap by traditional standards. It's actually getting hard to find any market that looks like a compelling … Continue reading Greed and Fear