Despite wars, recessions, and crises, the U.S. stock market has remained one of the most reliable engines of wealth creation and human progress. A single dollar invested in U.S. equities around 1870, with dividends reinvested, would have grown to roughly…
There are only four ways to create acquire wealth (to become highly wealthy – HNW, or ultra wealthy – UHNW):
Equity markets serve as aggregators of collective investor expectations about future developments, reinforcing that potential is the central determinant of stock valuations rather than proof. Stock prices are predominantly forward-looking, embedding investors’ forecasts regarding future earnings, growth opportunities, competitive positioning,…
Buybacks are beneficial payouts as they are typically taxed more favourably than dividends*. A 1% buyback tax was introduced in the US in 2023 and increased to 4% in 2025. Buybacks increase shareholder ownership and can boost earnings per share…
As the U.S. presidential elections approach, the equity market’s volatility tends to increase and remain stable. Historically, volatility tends to subside immediately after the election, regardless of the winning candidate. On average, markets have seen about 5% gains in the…
For heavily taxed investors, the benefits of holding onto their investments as long as they continue to grow and compound are significant. Selling investments triggers taxes, which reduce the amount of capital available for reinvestment. As a result, the new…
The market’s strongest stocks often set the tone for the rest. Their performance can be viewed as a guide for broader market movements. One should be more cautious if a leading stock shows signs of exhaustion, if they are technically…
Stocks don’t do good or bad; they do better or worse. Everything is relative to market expectations.
Investing in something just because it is cheap is likely a value trap.Shorting something just because it is expensive is a death wish.