With the Secure Act 2.0 Roth provision taking effect in 2026, many plans that did not previously offer Roth will be forced to do so. Does that mean you should switch? Roths are popular and the world is full of “experts” who will tell you how wonderful they are, but being popular doesn’t make it right.
As an investor, one needs to learn to sniff out hyperbole. Management is always putting the best foot forward, and a good analyst needs to see through that when listening to earnings calls. However, hyperbole has become so prevalent today that many forget about not taking it literally; some people are not capable of discerning the difference between hyperbole and fact.
The more things change, the more they stay the same. I was recently approached by a marketing firm that promised to increase activity on our website. I usually ignore such calls, but for some reason I agreed to hear them out.
In the year 2000 there were ~2,000 companies owned by private equity; today there are more than 11,500. During this same period, the number of companies publicly owned and listed on a major stock exchange has gone from ~7,000 to ~4,500. This century has seen an explosion in private investing and simultaneously a decline in publicly traded companies. Why?
Navarro is one of President Trump’s economic advisers and the one most closely associated with tariffs. Navarro, who has a Ph. D. in Economics from Harvard, holds extremely strong beliefs in the positive power of tariffs. What are the pro-tariff arguments? Let’s break them down.
