Investment Insight: Decoding A.I. and Generating Investment Idea Artificial Intelligence (A.I.) refers to systems or machines designed to simulate human intelligence, enabling tasks like learning, reasoning, problem-solving and decision-making to automate processes, enhance efficiency and … Read more about Investment Insight: Decoding A.I. and Generating Investment Ideas

Investment Insight: The 2025 Visual Guide to the Markets 2024 was a year for the history books. Donald Trump was re-elected after two assassination attempts. President Joe Biden dropped out of the presidential derby late in the election race. Hurricanes Beryl, Helene and Milton caused … Read more about Investment Insight: The 2025 Visual Guide to the Markets

With the 2024 Election rapidly approaching, we thought a brief update to remind friends of The Prudent Speculator to look far down the path would be useful. Our first Special Report on the upcoming election, Market Insights for the 2024 Presidential Election (click here), offered a … Read more about Investment Insight: Final Thoughts on the 2024 Election

John and Michael discuss the place of real estate in an asset allocation, explored market dynamics and highlighted potential Value-oriented opportunities. We recently hosted a webinar with our partners at Origin Investments. John Buckingham was joined by Origin co-founder and co-CEO, … Read more about Investment Insight: Consider Real Estate in Your Allocation

The CAPE ratio is a valuation measure that is calculated using a rolling ten-year average of the real earnings per share (EPS) and price for the S&P 500 index. It's a tool in an investor's toolbox, but this Investment Insight explains why it shouldn't be used on a standalone … Read more about Investment Insight: Understanding the CAPE Ratio (aka the Shiller P/E)

With Small Cap stocks stuck in neutral this year from a performance standpoint, we thought it was worthwhile to refresh last year’s report on this still-undervalued subset of the stock market. Large Cap stocks have marched higher lately, propelled by a handful of A.I.-oriented companies like Nvidia … Read more about Investment Insight: Small Cap Stocks Should Be In Your Portfolio

  “I think it is rat poison!” Not mincing any words on May 6, 2013, when asked what he thought about Bitcoin on Fox Business News, Charlie Munger proclaimed that he regarded the cryptocurrency as “deeply flaky.” The price of Bitcoin was then $109. Nearly a decade later, the late … Read more about Investment Insight: Cryptocurrency Investing

We can’t remember a day recently that skipped some mention of the “Magnificent 7,” a nickname for the seven stocks in the S&P 500 index that have swelled. By the end of February, nearly a third of the index by weight and half of the index’s 34% gain since October 2022 could be attributed to the … Read more about Investment Insight: Trendy Investing – The Magnificent 7 Stocks

  Inflation, rising interest rates and economic worries were top of mind heading into 2023, causing many folks to remain on the market’s sidelines. The efforts to kneecap inflation by the Federal Reserve seem to have worked, suggesting that a fabled “Soft Landing” has moved from … Read more about Investment Insight: 2024 Visual Guide to the Markets

  John D. Rockefeller purportedly said, “Do you know the only thing that gives me pleasure? It's to see my dividends coming in.” We hope he found more to enjoy in life, but there is something to be said about the tangibility of income generated from one’s investments. Whether it is real … Read more about Why Dividends: 12 Dividend Stocks to Buy Now

  We originally published this Insight on Kovitz.com/Insights. Through Kovitz, we offer wealth management services and have collaborated with our clients on their investment decision-making process as they pursue their long-term financial goals. Our investment solutions are backed by our own … Read more about Insight: The CAPE Ratio – The Prudent Speculator