Peridot Capitalist

Impossible, right? As a money manager I spend a decent amount of time explaining to clients, readers, family, and friends that the stock market does not mirror the economy in real time. Just because the unemployment rate is 9.5% and GDP growth is decelerating does not mean that the stock market is a poor investment [...]

From CNNMoney.com “The number of consumers behind on their credit card payments fell to an eight-year low in the first quarter of 2010, the American Bankers Association said Wednesday. Overall, delinquencies across a wide-range of consumer debt categories have also fallen. High unemployment and plummeting home values during the financial meltdown appear to have spurred [...]

In today’s economic and financial market climate investors have to balance a stock market that is no longer cheap and an economy that has obvious structural damage. The consensus has concluded that below-average economic growth and employment could be with us for at least several more years. Given such circumstances we must be even more [...]

I recently did an interview with the investment site “Behind The Spread” which focused on learning about the backgrounds of various investment professionals.  They are interviewing the genius investors on KaChing and it was my turn in line. If you would like to learn a bit more about me and my investment philosophy, you can [...]

The U.S. stock market has rallied six percent so far this week after second quarter earnings have thus far boosted investor confidence. The four large companies getting the most attention this week have all surpassed estimates (Goldman Sachs, Intel, Johnson and Johnson, and Yum Brands). It is hard to paint these results with anything but [...]