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Spread the love by Tom Konrad, Ph.D., CFA This monthly update for my Ten Clean Energy Stocks model portfolio is in two parts. I published my thoughts on the current market turmoil on March 2nd. You can find them here. I’m not even going to get into the Fed slashing interest rates like they were […]
Spread the love by Tom Konrad, Ph.D., CFA On February 21st, I was helping an investment advisor I consult with pick stocks for a new client’s portfolio. He lamented that there were not enough stocks at good valuations. This is one of the hardest parts of being an investment advisor: a client expects the advisor […]
Spread the love by Tom Konrad, Ph.D., CFA January 2020- where do I start? A year of market-shaking news in a month. The Brink of War The month started off with a literal bang when Trump decided that a good way to distract the public from his impeachment trial would be to try to start […]
Spread the love by Tom Konrad Ph.D., CFA Sometimes it’s good to be wrong. When I published the Ten Clean Energy Stocks For 2019 model portfolio on New Year’s Day 2019, I thought we were likely in the beginning of a bear market. With 20/20 hindsight, that was obviously wrong. I made the following predictions […]
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