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Investing · Investment Tactics
Weekly Roundup: Not-So-Overpriced Stocks, Emerging Markets, ETFs Killing Mutual Funds?
S&P 500 earnings rise alongside P/E; emerging markets and chart crime; if active ETFs are more tax-efficient than mutual funds, who needs mutual funds?
James Early · January 3, 2025 · 5 min read
Investing · Investment Tactics
2025 Investing Resolutions
2025 Investing Resolutions Silly articles can be the most meaningful. What I’m about to present – my final missive in my time as BBAE’s Chief Investment Officer – isn’t deeply aca…
James Early · January 3, 2025 · 5 min read
Investing · Investment Tactics
News Roundup: 2024 Investing Learnings, Many Stocks Not Expensive, Small-caps to Power Back?
Lessons from Charlie Bilello from 2024; 45% of US stocks trading below average P/E, small company optimism soars on Trump anticipation.
James Early · December 27, 2024 · 5 min read
Investing · Investment Tactics
Our 2025 Stock Market Anti-Prediction
Stock market predictions, along with nearly all economic predictions, tend to be terribly inaccurate. So why do we revisit them every year?
James Early · December 27, 2024 · 6 min read
Investing · Investment Tactics
Javier Milei is Succeeding in Argentina. Will Trump and Musk Follow in the US?
Argentina’s stock market is up 153%, and inflation fell from 287% to 2.4%. Will Javier Mieli inspire Trump and Musk to liberalize the US economy?
James Early · December 27, 2024 · 1 min read
Investing · Investment Tactics
News Roundup: Fed Cuts Rates but Scares Markets, Forecasts Remain a Fool’s Errand, Argentina
News Roundup: Fed Cuts Rates but Scares Markets, Forecasts Remain a Fool’s Errand, Argentina Fed: US economy too good for its own good (+ we fear Trump inflation) The Fed’s intere…
James Early · December 20, 2024 · 6 min read

Investment Tactics

Weekly Roundup: Not-So-Overpriced Stocks, Emerging Markets, ETFs Killing Mutual Funds?

2025 Investing Resolutions

News Roundup: 2024 Investing Learnings, Many Stocks Not Expensive, Small-caps to Power Back?

Our 2025 Stock Market Anti-Prediction

Javier Milei is Succeeding in Argentina. Will Trump and Musk Follow in the US?

News Roundup: Fed Cuts Rates but Scares Markets, Forecasts Remain a Fool’s Errand, Argentina