Was the Bull Run a Bull Trap?
This morning we had Walmart ($WMT) and Home Depot ($HD) report earnings. We also had the existing home sale report. None of these were positive indicators for the strength of…
What is Duration
https://www.tiktok.com/@jfjadvisoryservicesllc/video/7201901843448876331?is_from_webapp=1&sender_device=pc&web_id=7162918780199700010 Interest Rates vs Bonds Last year we saw carnage across multiple asset classes. Both stocks and bonds were beaten down relentlessly in an environment of rising interest rates. Today…
Being Financially Responsible
https://www.tiktok.com/@jfjadvisoryservicesllc/video/7199368632395140398?is_from_webapp=1&sender_device=pc&web_id=7162918780199700010 Being Financially Responsible and Happy Happy Superbowl Sunday investors! In this weekend's TikTok I discuss a very divisive tweet I saw recently. It reminded me that being financially responsible…
What is Growth Investing?
https://www.tiktok.com/@jfjadvisoryservicesllc/video/7196735024538946862?is_from_webapp=1&sender_device=pc&web_id=7161048623861564974 I can't believe it's February already! This week we define growth investing and talk about some of the risks associated with it. Growth Investing is the strategy of finding…