under the radar

Small-cap investing does not work anymore. Everyone knows that. Small companies are unprofitable garbage, and most of those companies can barely pay their bills. You need to own the big tech giants that are building the brave new world of tomorrow. Bigger is better. Everyone knows that. Value...

One of the biggest challenges in investing is finding stocks that combine the best of both worlds: the long-term upside of growth and the downside protection of solid fundamentals. That is the space where I like to hunt in the alleyway between value and growth, where stocks trade cheaply not...

As we head into the second half of 2025, the British economy is showing signs of stabilization, but it remains a structurally sluggish environment. The UK managed to avoid a technical recession in 2024, and GDP is growing again. Just barely. Annualized growth is running in the 0.5% to 1% range,...

When it comes to questions about the stock market, more often than not the correct answer is “I do not know.” What will stocks do if we use a bunker buster in Iran? I do not know. Back during the lead-up to the first Gulf War, everyone just knew that the ground war would cause oil...

The best investments you will ever make in your entire life are those in sectors and opportunities where almost nobody else agrees with you. The consensus holds that the asset class you are reviewing is terrible and investing there will almost certainly lead to immediate and severe loss of funds....

After four decades of buying and selling stocks, I’ve learned that the best investment strategies are deceptively simple. They’re the kind of ideas that make perfect sense once you hear them but somehow escape the attention of most investors who are too busy chasing the latest hot trend...

In the noisy world of financial markets, where momentum trades, meme stocks, and macro narratives dominate headlines, some of the best long-term investment opportunities are quietly compounding out of view. One such opportunity lies in owning high dividend growth stocks, especially those that...

As we close the books on the latest round of 13F filings, I want to pause and take a look at one more investor, someone whose name you are unlikely to see on financial television or in the headlines of the mainstream business press. He does not trend on social media, and even most professionals on...

Last week, instant Experts of the Internet took a few minutes off their duties as Global Trade and Monetary Policy Experts to share their insights on the information gleaned from the latest round of 13F filings at the SEC. The Clickbait Delivery Vehicles masquerading as financial media took a hot...

It took more than thirty years, but Japan may finally be on the cusp of a new economic era. After decades of deflation, stagnation, and demographic headwinds, the world’s third-largest economy is showing real signs of life. If you’re still anchored to the “Lost Decade”...

Let me share something about investing that most of Wall Street would rather you did not know: The best bargains are usually found in the places that make people nervous. And right now, Brazil and Colombia are presenting bargains that the institutional herd is stampeding away from. Robert Shiller...

It is messy. One tweet sends stock prices plummeting lower. Another revives the hopes and dreams of beleaguered traders, and they go into a buying frenzy. Scott Bessent gives a closed-door talk that is on the wires with a word-for-word replay almost instantly and the market rebounds. Peter Navarro...

Let me tell you a little secret the Wall Street crowd would rather you not know. You can still buy a dollar at a discount in this market. I'm not talking about some speculative biotech name or the latest AI flavor of the month. I'm talking about closed-end funds—yes, those sleepy little investment...

It takes a few years before you learn the most important words in investing (and most of life as well). “I do not know.” What is the market going to do over the next year? I do not know. How long will the trade war last? I do not know. No one knew that the Trump Administration would...

I admit it. I hate K-1s. For the uninitiated, K-1s are a tax form generated by a partnership to report income. If you own Master Limited Partnerships, you get a K-1 instead of a 1099. They can be a nightmare if you do your own taxes. Pro Tip: If you own MLPs, do not do your own taxes. Again, for...