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December Focus

First post and replies  | Last post by Lowell Herr, 4 days ago

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  •   Throughout this month I plan to set all portfolios...
    By Lowell He... 4 days ago


Financial Problems Facing Companies Committed Heavily To AI

First post and replies  | Last post by Lowell Herr, 3 weeks ago

40
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  •   Check out this video on the mathematics of investi...
    By Lowell He... 3 weeks ago


Schwab Market Outlook

First post and replies  | Last post by Lowell Herr, 3 months ago

123
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  •   Schwab's market outlook is not as grim as Vanguard...
    By Lowell He... 3 months ago


Buffett Indicator

First post and replies  | Last post by Lowell Herr, 3 months ago

104
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  •   "This ratio fluctuates over time since the value o...
    By Lowell He... 3 months ago


Howard Marks Interview

First post and replies  | Last post by Lowell Herr, 3 months ago

145
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  •   Don't miss the Howard Marks interview. Here is th...
    By Lowell He... 3 months ago


Jeffrey Sachs on Tariffs

First post and replies  | Last post by Lowell Herr, 8 months ago

332
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  •   Check out this forum discussion featuring Jeffrey ...
    By Lowell He... 8 months ago


Comment Section Not Working

First post and replies  | Last post by Lowell Herr, 8 months ago

217
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  •   WordPress was recently updated and I see where lea...
    By Lowell He... 8 months ago


Financial Advice

First post and replies  | Last post by Lowell Herr, 8 months ago

278
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  •   When seeking financial advice my advice is to be c...
    By Lowell He... 8 months ago


Rob Berger Advice

First post and replies  | Last post by Lowell Herr, 9 months ago

294
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  •   Check out this link for simple yet basic investing...
    By Lowell He... 9 months ago


Schwab and Taxes

First post and replies  | Last post by Lowell Herr, 10 months ago

312
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  •   Beware that all the tax information is not availab...
    By Lowell He... 10 months ago


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Recent Posts

  • Millikan Portfolio Review: 4 December 2025 December 4, 2025
  • Schrodinger Robo Advisor Portfolio Review: 26 November 2025 November 26, 2025
  • Bullish Percent Indicators: 21 November 2025 November 22, 2025
  • Carson Sector BPI Portfolio Update: 21 November 2025 November 21, 2025
  • Recession: Will Equities Drop In The Next 18 Months? November 18, 2025
  • Copernicus Portfolio Review: 14 November 2025 November 14, 2025
  • Pauling Portfolio Review: 13 November 2025 November 13, 2025

Recent Comments

  • Lowell Herr on Recession: Will Equities Drop In The Next 18 Months?
  • Craig Burkhart on Recession: Will Equities Drop In The Next 18 Months?
  • Lowell Herr on Recession: Will Equities Drop In The Next 18 Months?
  • Lowell Herr on ChatGPT Summary of ITA Wealth Management Blog
  • Robert Warasila on ChatGPT Summary of ITA Wealth Management Blog
  • Lowell Herr on Bullish Percent Indicator: 30 May 2025
  • Stellaluna on Bullish Percent Indicator: 30 May 2025
  • Lowell Herr on Bullish Percent Indicator: 30 May 2025
  • Lowell Herr on Bullish Percent Indicator: 30 May 2025
  • Stellaluna on Bullish Percent Indicator: 30 May 2025

Popular Posts

  • Portfolio Construction: Where to Begin?
  • Recession: Will Equities Drop In The Next 18 Months?
  • Buffett Indicator & Shiller PE Ratio
  • Kepler CEF Portfolio Review: 12 September 2025
  • Hawking Portfolio Review: 3 October, 2025
  • ChatGPT Summary of ITA Wealth Management Blog
  • Carson Sector BPI Portfolio Update: 22 September 2005
  • Bullish Percent Indicator: 30 May 2025
  • McClintock Sector BPI Portfolio Review: 9 October 2025
  • McClintock Sector BPI Portfolio Review: 26 September 2025

General Investment News

Portfolios coming up for review.  Bethe and Millikan are the critical portfolios next up for review.  Non-scheduled portfolios may be reviewed.  If you are a new user, check the posts you missed. Links to Random Posts are found in the lower right-hand footer or just to the right of what you are now reading.  Most popular posts are found in the lower left-hand footer.

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Random Posts

  • Bullish Percent Indicators: 23 August 2024
  • Copernicus Portfolio Review: 4 June 2024
  • Rutherford-Darwin Portfolio Review: 28 February 2025
  • Hawking Portfolio Review: 3 March, 2023
  • Millikan Portfolio Review: 23 August 2023
  • Darwin Portfolio Review: 29 December 2023
  • Rutherford Portfolio Review (Tranche 2): 24 February 2023
  • Preparing the Millikan For Transition: 26 December 2022
  • Hawking Portfolio Review: 14 July 2025
  • Bullish Percent Indicators: 30 June 2023
  • Selecting Closed End Funds (CEFs)

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