Have you calculated how much money you need to save for retirement? According to the Department of Labor, only half of Americans have done so, even though we will spend – on average – twenty years retired. >> See Top 10 Ways to Prepare for Retirement (pdf) Let’s explore the amount of money you’ll need…
War in Ukraine, sanctions, and more supply chain disruptions while the Fed works to transition from massive COVID accommodation to normalization are more than enough to spook investors. This article puts into perspective how global conflict affects stock prices, and offers guidance on how best to ride out the turmoil. >> To subscribe to this…
Welcome to the Pendragon Capital Management Guide to Green Investing. Green or sustainable investing is something we care intensely about. In fact, it’s why we created the Climate Impact Portfolio. Investors need a sound investment strategy and expertise to evaluate, and select investments, and manage risks in this new world of environmental technologies, business models,…
As a value investor, you must be asking yourself how best to go about investing in a time of 20+ P/Es. With over 90% of companies in the S&P500 reporting their 3rd quarter earnings, US corporate profits seem strong. According to FactSet, about 80% reported better than expected earnings per share, and about 75% posted…
Do you find yourself unable to invest because you can’t decide on the right time? Do you feel paralyzed by the exuberant ups of your market watch list and in despair over the unexpected lows? Stop Trying to Time the Market! Just Invest. Invest regularly and consistently, without emotion, based on analysis, and in accordance…
How seriously do you take market voices? By that, I mean advice, predictions, and risks not always grounded in common sense? This newsletter explores this conundrum. Market Commentators Have No Accountability for Advice, Predictions and Risks Realize that there’s an important disconnect between the “advice”, “predictions” and “risks” people hear from market commentators and actual…
Have you considered banks for your investment portfolio? If not, you may want to reconsider. You see, banks become an attractive sector for finding investment ideas when the yield curve steepens, making banks more profitable. That’s the scenario we’ll likely be facing if the Federal Reserve begins to taper and lets longer-term rates rise. In…
What does the latest unemployment report say about the economy? This article explores reactions from the Federal Reserve, and the Stock Market. It also examines how much cash investors should hold in their portfolios. >> To subscribe to this monthly newsletter, click on Subscribe! The 9/3/21 Unemployment Report The Employment Report issued on Friday, September 3rd…
Stocks are up, and bond rates are low, making volatility front and center for investors. The market seems to have no memory from one day to the next. On Thursday, July 8 stocks dropped on fears of the Delta COVID variant only to rally on Friday. >> To subscribe to this monthly newsletter, click on Subscribe!…
Inflation talk has been featured in the business news as well as in this newsletter for a few months now, and most recently in Market Volatility, Expectations & the Global Markets. Despite all the inflation talk, you’ll notice as you read this article that the stock market reacts inconsistently. >> To subscribe to this monthly…
