- May 25
Artificial Intelligence: Opportunity of a Lifetime or a Bubble?
At what price does it become too expensive?
- May 20
Good Quarterly Earnings are Nice, But Dividends Pay the Bills
Between 1926 and 2022, dividends accounted for 39% of the total return on the S&P 500.
- May 11
Regulators are about to Expose the True Cost of Owning Mutual Funds
If you own a mutual fund and don’t know its management expense ratio, what is the matter with you?
- May 6
The $6 Billion Bet Against TD Bank
In April, Canada’s TD Bank became the world’s most heavily shorted bank stock.
- May 2
April 30 Newsletter to Clients
Our monthly newsletter to clients discussed our market outlook.