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Search Results for: tupes of 26f investments?

This article was originally published on January 18, 2017. It has NOT been updated or revised since that date, the new versions of the ad we’re now seeing have dropped the “Retirement Blackout” pitch about April 10, since that fiduciary rule change was delayed in Washington, but otherwise the “26(f)” pitch appears unchanged. This ad […]

Wyatt Research is doing another “how to buy pre-IPOs” seminar that’s actually a hard sell for his Million Dollar Portfolio ($795/year), and this one’s built on the “get in early on Flipkart” idea. Flipkart, if you’re unaware, is the leading e-commerce brand in India — sort of like the “Amazon of India,” though it’s very […]

OK, I know, it’s getting a little ridiculous that I still haven’t covered the whole portfolio of stocks with my annual review updates — but for some I’m waiting to see what the quarterly update tells me, and for others, well, I’m just trying to catch up. Here’s what I’ve got for you by way […]

It’s time for part two of our Annual Review, this week I’m getting to a few of my largest holdings, including some that reported earnings recently and have had a big impact on the market. In the big picture, we’ve seen what impact a surprise event like the viral epidemic in China can cause… and […]

Robert Ross is peddling his Yield Shark newsletter from Mauldin Economics, and he’s doing it with an all-too-familiar “enroll in this income stream” kind of idea… in his case, he calls it the “Social Security Catastrophe Plan” and implies that it can “Boost Your Retirement by $185,040 Today.” Like most such offerings, there’s an undercurrent […]

Today we take a gander at a pitch from Mark Skousen, who has been a newsletter guy for decades with his Forecasts & Strategies newsletter (he’s also an itinerant economics professor, and runs the big “freedomfest” conference in Las Vegas each year, among other things). And the headline of his latest “presentation” pretty well sums […]

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