Uncommon Sense Investor

Hedgeye's McCullough Nails Another "Quad 4" Bear Market Crash. Read my latest article...https://uncommonsenseinvestor.com/hedgeyes-mccullough-nails-another-quad-4-bear-market-crash/

European (Working) Vacation: Boots on the Ground View of EU Economies & Multi-National Companies.

Watch this video conversation here: https://uncommonsenseinvestor.com/european-vacation-boots-on-the-ground-view-of-eu-economies-multi-national-companies/

Six Reasons for Optimism About the Economy & Stocks.

Watch this brief video conversation here: https://uncommonsenseinvestor.com/six-reasons-for-optimism-about-the-economy-stocks/

Two Market Scenarios: "Battling the Bear" Or "Ripping Off the Band-Aid." https://uncommonsenseinvestor.com/two-market-scenarios-battling-the-bear-or-ripping-off-the-band-aid/


Canaccord Genuity Wealth Management Canada

Two Market Scenarios: "Battling the Bear" or "Ripping Off the Band-Aid" - Uncommon Sense Investor Where do the major stock indices go from here? Has most of the damage been done or is there more pain to come? Here are two possible scenarios from a closely-followed market analyst.

Amerigo Resources in the "Sweet Spot" of Copper's Supply Deficit.

A conversation with CEO Aurora Davidson. https://uncommonsenseinvestor.com/amerigo-resources-in-the-sweet-spot-of-coppers-supply-deficit/

Five Reasons to Not Worry About Amazon's Long-Term Growth. https://uncommonsenseinvestor.com/five-reasons-to-not-worry-about-amazons-growth/

Making the Great Return to Office, Work.

I'm pleased to be collaborating with Colliers Canada and BNN Bloomberg Brand Studio on a series of videos including how to make the return to office a worthwhile and safe experience. https://www.bnnbloomberg.ca/making-the-great-return-to-office-work-1.1759976

Five Reasons Home Depot is Not Like the Others. https://uncommonsenseinvestor.com/five-reasons-home-depot-is-not-like-the-others/

McDonald's Still Golden Despite Russia Exit. https://uncommonsenseinvestor.com/mcdonalds-still-golden-despite-russia-exit/

Hold Fast: Tips for 100-Bagger Stocks.

Fund manager and author, Chris Mayer, on how to not get shaken out of your long-term holdings.
https://uncommonsenseinvestor.com/hold-fast-tips-for-100-bagger-stocks/

Uncommon Sense Investor

Hold Fast: Tips for 100-Bagger Stocks - Uncommon Sense Investor Subscribers who've been with us for a while will remember our interview with Chris Mayer, the author of 100-Baggers, and co-founder and Portfolio Manager of Woodlock House Family Capital. One of his essential principles to finding stocks that can increase by 100 times over many years was to not star...

25 High Cash Flow Stocks from Analyst Saying "Buy New Regime Canada." https://uncommonsenseinvestor.com/25-high-cash-flow-stocks-from-analyst-saying-buy-new-regime-canada/

Uncommon Sense Investor

25 High Cash Flow Stocks from Analyst Saying "Buy New Regime Canada" - Uncommon Sense Investor Nearly a year ago, Bank of America (BofA) Securities quantitative strategist Ohsung Kwon presented a bullish case for Canadian stocks based on rising commodity prices and inexpensive valuations. Now, he's doubling down on that call saying the catalysts for TSX stocks are even stronger, citing a "New...

Q1 Earnings Season Preview: https://uncommonsenseinvestor.com/q1-earnings-season-preview/

Uncommon Sense Investor

Q1 Earnings Season Preview - Uncommon Sense Investor Earnings season kicks off next week in the U.S., and then Canadian companies will start unveiling their numbers with the usual lag of a few weeks. We discussed the fact that the rate of change decline for U.S. earnings and revenue will be dramatic because the fiscal and monetary-induced boom last ye...

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Three High Quality, High Volatility Stocks to Consider. https://uncommonsenseinvestor.com/three-high-quality-high-volatility-stocks-to-consider/

Uncommon Sense Investor

Three High Quality, High Volatility Stocks to Consider - Uncommon Sense Investor Do you have the stomach to handle some volatility in your stocks? That is shares of companies that bounce around more than the market. If not, and you're a long-term buy and hold investor, there may not be much for you to see here. But if you're a more active investor or even have the audacity to be...

Seven Attractive Bets from Bill Miller.

Legendary stock picker on embracing uncertainty and where he sees good value. https://uncommonsenseinvestor.com/legendary-stock-picker-bill-miller-on-what-to-buy-now/

Uncommon Sense Investor

Seven Attractive Bets from Legendary Stock Picker Bill Miller - Uncommon Sense Investor Bill Miller famously beat the S&P 500 for 15 straight years as co-founder and portfolio manager at Legg Mason Capital Management. His returns lately have not been as stellar but his insights into investing are always keenly received. Miller's latest missive is a case in point as he advises investors...

Odds of Recession Rising as Confluence of Factors Hit GDP & Profit Growth. https://uncommonsenseinvestor.com/odds-of-recession-rising-as-confluence-of-factors-hit-gdp-profit-growth/

Uncommon Sense Investor

Odds of Recession Rising as Confluence of Factors Hit GDP & Profit Growth - Uncommon Sense Investor Don't kill the messenger but several economists and macro and equity strategists believe the chances of a recession in the U.S. are increasing. The good news? The economic contraction may not hit until 2023. Barclays is cutting its forecast for the S&P 500, leaving precious little upside from here f...

The S&P 500 is Overvalued by 62% Based on These Historical Charts. https://uncommonsenseinvestor.com/the-sp-500-is-overvalued-by-62-based-on-these-historical-charts/

The S&P 500 is Overvalued by 62% Based on These Historical Charts - Uncommon Sense Investor The S&P 500 is down less than 10 per cent from its peak in early January following this recent rally. But when the broad stock index benchmark is observed and compared to other periods in time over decades, it is still clearly overvalued - by a lot. Does that mean there is more damage to come? Not n...

These Types of Stocks Are "Awfully Cheap." https://uncommonsenseinvestor.com/still-bullish-yardeni-says-tech-stocks-are-awfully-cheap/

Uncommon Sense Investor

Still Bullish Yardeni Says Tech Stocks Are "Awfully Cheap" - Uncommon Sense Investor Ed Yardeni may have cut his forecast for the S&P 500 but that doesn't mean the perpetually bullish, and mostly accurate, strategist is souring on his idea that the 2020s could be roaring. Here are his reasons for remaining optimistic about stocks, especially technology shares.

Uncommon Sense Investor is pleased to be a guest contributor on the Hedgeye Risk Management website featuring my article accompanied by one of Bob Rich's excellent cartoons.

Check it out. https://app.hedgeye.com/insights/113722-these-two-charts-may-be-the-most-important-in-the-world-right-now?type=guest-contributors%2Cmarket-insights

Hedgeye Risk Management | These Two Charts May Be the Most Important in the World Right Now The bond market usually gets it right. And it’s saying Jerome Powell and his crew at the U.S. Federal Reserve may have already made another policy mistake.

These Two Charts May Be the Most Important in the Financial World Right Now.

Yes, I know, a little clickbait-y. But I whipped this up today. Check it out. https://uncommonsenseinvestor.com/these-two-charts-may-be-the-most-important-in-the-world-right-now/

Uncommon Sense Investor Hedgeye

These Two Charts May Be the Most Important in the World Right Now - Uncommon Sense Investor The bond market usually gets it right. And it's saying Jerome Powell and his crew at the U.S. Federal Reserve may have already made another policy mistake. The first was to not recognize that inflation in the spring of 2020 was starting to take flight. It was transitory they said. Wrong-o. Now, the....

Three Reasons 40-Year Bull Market Can Keep Running. https://uncommonsenseinvestor.com/three-reasons-dual-bull-markets-can-keep-running/

Three Reasons 40-Year Bull Market Can Keep Running - Uncommon Sense Investor The Russell 2000, and Nasdaq Composite hit bear market territory this year having fallen more than 20 per cent from their recent peaks. And the S&P 500 is down about 14 per cent from its recent peak, as of this writing. But Jacques Cesar, a stock market historian, helps us pull the lens back to see....

Volatility Happening All at Once After Starting Slowly. https://uncommonsenseinvestor.com/volatility-happening-all-at-once-after-starting-slowly/

Volatility Happening All at Once After Starting Slowly - Uncommon Sense Investor Risk happens slowly, then all at once, the saying goes. And that risk goes hand-in-hand with volatility. We're seeing that play out in real time late as investors, especially wrong-footed hedge funds, increasingly capitulate to the gravity happening on the major stock indices. We're witnessing sever...

"Sell Any Rally" Says Strategist Catching Up to Market Reality. https://uncommonsenseinvestor.com/sell-any-rally-says-strategist-catching-up-to-market-reality/

"Sell Any Rally" Says Strategist Catching Up to Market Reality - Uncommon Sense Investor Better late than never for Mike Wilson. Last fall, the Chief U.S. Equity Strategist and Chief Investment Officer at Morgan Stanley, was bearish while the bull market kept raging. Then, in January, when cracks started to show in the stock market, Wilson was telling investors to "start bottom fishing....

Why Learning How to Lose is Key to Winning in the Market.

Thoughts from Jesse Felder who called this major commodities bull market in December of 2020. https://uncommonsenseinvestor.com/learning-how-to-lose-is-key-to-winning-in-the-market/

Why Learning How to Lose is Key to Winning in the Market - Uncommon Sense Investor Cutting your losses quickly will set you free, to paraphrase Keith McCullough, founder and CEO of Hedgeye Risk Management.But it's a hard lesson to learn.I'm mostly well-positioned for the current economic and market environment with an ample supply of U.S. dollars, U.S. treasuries, and gold.But I s...

Western Companies Should Pull All of Their Investments from Russia If They're Serious About ESG. https://uncommonsenseinvestor.com/western-companies-should-pull-all-of-their-investments-from-russia-if-theyre-serious-about-esg/

The Brookings Institution POLITICO

Western Companies Should Pull All of Their Investments from Russia if They're Serious About ESG - Uncommon Sense Investor If Western companies are serious about adhering to good Environmental, Social, and Corporate Governance, they should pull all of their investments out of Russia. That's the opinion of Fiona Hill, Senior Fellow at the Brookings Institution, a former official at the U.S. National Security Council spec...

"Copper Factory" Amerigo Resources (TSX:ARG) Delivers Record Revenue & Profit.

We interview CEO, Aurora Davidson. https://uncommonsenseinvestor.com/copper-factory-amerigo-resources-delivers-record-profit-we-interview-the-ceo/

Harbor Access

"Copper Factory" Amerigo Resources Delivers Record Revenue & Profit. We Interview the CEO. - Uncommon Sense Investor Amerigo Resources (TSX:ARG) continues to benefit from demand for copper and solid pricing for the industrial metal. The company produces copper condensate from the copper tailings of Chile's Codelco, the largest copper producer in the world. Amerigo has delivered record revenue, earnings, and cash b...

Family-Run Public Companies Offer Superior Long-Term Gains. Here's Why. https://uncommonsenseinvestor.com/three-reasons-family-run-companies-provide-superior-long-term-gains/

Three Reasons Family-Run Companies Provide Superior Long-Term Gains - Uncommon Sense Investor There is a strong correlation between companies with excellent long-term gains with being family-run. There are many advantages for investors to hold the shares of businesses run by families versus outsider management teams that may just be looking for a quick windfall before moving on to the next s...