Image Source:  To help you achieve your 2025 investment goals, here are some of our best stocks to buy. Today, we cover our Top 3 US Dividend Growth Stocks and their industry: UnitedHealth Group (), TJX Companies () and MasterCard ().Running Length: 01:29:47

Image Source:  Portfolio manager lays out the odds for where stocks are headed next.We also discuss the rising bond term premium & what it means, the risk of a large market drawdown in 2025, Lance firm’s latest trades and the benefits of using time to your advantage in both investing & life.Video Length: 01:29:47

Painting is by my father, . Prints available on . Over the next two weeks I am going to share with you excerpts from the last two letters I wrote to the clients of my firm. This letter will discuss the state of the US stock market and take a rear-view look at 2024. Next week’s letter will explain why our portfolio has been skewed toward international stocks. Embracing Stock Market Stoicism 2024 brought me back to a core Stoic principle that I hold close to my heart: the dichotomy of control. Here’s the gist: Some things are within our power—our values, our character, our decisions—and some aren’t—like your brother-in-law’s random (and possibly dumb) comment, your spouse’s mood, or the fact that every traffic light turns red right as you pull up.In investing, it’s the same. We can control: The quality of our research—being logical and thorough in our research Our decisions and discipline—systematically following our research Our reactions—how we react to the news and external environmental pressure (I will discuss this at the end of the letter) The market can price our stocks however it pleases on a month-to-month—or even year-to-year—basis. That’s the part we can’t control. We have to remember that these market prices are merely opinions, not final verdicts. The Stoics teach us to focus our energy on what we can influence (our process) and accept what we can’t (the market’s whims).This probably sounds straightforward, but there’s a twist that makes it harder for you, the client, to see […]

Image Source:    “The successful warrior is the average man with laser like focus.”- Bruce Lee Market Commentary: The market is ready for an upward move, lots of great-looking setups. The US infrastructure buildout looks like a multi-year theme. We see dozens of great looking companies that can benefit as America first policies are rolled out. There are several great-looking companies in this new growth industry.  “The IndusTeck Bounce” – my new reason for optimism. Definition- The economy’s bounce resulting in America’s industries using new technology to enhance productivity. The new 52-week low list is tiny, a very bullish sign. It is a market green light. Having just rebalanced The Trust 200 Index for 2025, based on the FACTS model of the “most trustworthy companies in America” I am more convinced than ever that America’s future is bright. The Trust 200 Index had another year in 2024 showing you do not need to take excess risk to generate excellent returns. A diversified group of high-quality companies with great cash flow will do well in most environments, and over time. Follow the index at this link. Here is a to the FOX Business segment from 12/27 where I share my current best companies to consider and overall market views. Economic data and market clues: “Let’s Give Growth a Chance” – a new song for the new administration. It will solve a lot of problems.Earnings season is in full gear. If your companies are not growing revenue, look elsewhere. The stuff in between […]

Image Source:  “Davidson” submits:Industrial Production (IndPro) continues to display a dramatic counter intuitive market signal vs manufacturing PMI. IndPro is holding at elevated levels while the manufacturing PMI is continuing to give a diametrically opposite and highly pessimistic reading of the manufacturing sector. The individual companies that are portfolio suggestions have provided ample evidence the past 30mos that the high level of the IndPro is the correct signal to follow. I continue to strongly suggest these individual companies as each has an exceptional management pool with proven success in their respective sectors. To a company, each has provided a series of upside surprise earnings reports with improved guidance. I continue to expect a significant turn by investors to the industrial and energy sectors as economic evidence continues to emerge of solid economic growth in the US the next few months.The Dollar RisesEmployment Data QuestionedRetail Money Funds: A Top Contrary Indicator

(Click on image to enlarge) “So near and yet so far.”  So says Nick-Nack to Francisco Scaramanga, –[“The Man with the Golden Gun”, Eon/UA, ’74].  So quintessentially perfect, too, does it describe Gold’s rally this past week wherein price on Thursday came within just five points (at 2758) of eclipsing the weekly parabolic Short trend level of 2763 which would have flipped said trend to Long.  But instead, price then faltered to 2729, still to rebound on Friday up to within four points (at 2759), only to then again sink back in settling the week at 2740. Thus the still ongoing Short trend just completed its tenth consecutive red-dotted week per this chart of Gold’s weekly bars from one year ago-to-date: Acknowledgedly, ’twas just a week ago that we wrote “Gold’s Short Trend Nearing Its End”, and indeed as now noted, how close price came to the 2763 parabolic hurdle.  But as we therein duly penned:  “…until the present Short trend actually confirms having flipped to Long, Short remains Short…”  And whilst Gold actually has mildly risen through most of this Short trend, those rightmost red dots above have basically been a slanting roof over price.  However:  the good news for this ensuing week is the nearby opportunity for Gold’s trend to finally flip from Short to Long per the following graphic.  Depicted are Gold’s 60-minute (one-hour) candles for the entirety of this past week.  Note the two green horizontal lines:  the upper one is the 2763 level Gold needed to attain to flip the trend … again, price got close but no cigar; but the lower green line […]