Saying that the stock market is showing signs of excess is an understatement. Exhibit 1: This chart via Jim Bianco is the Goldman Non-Profitable Technology Index. Exhibit 2: This family is selling their home to invest in stocks. Exhibit… Read More
Listen Download AMM Dividend Letter #42: Lockheed Martin (LMT) Links Reddit Thread on F-35 Quality Comments from Pilots on the F-35 The Pentagon Wars (movie) Books AMM Dividend Letter Vol. 1 AMM Dividend Letter Vol. 2 AMM Dividend Letter Vol…. Read More
One of the hardest things for us to do as a portfolio manager is to sell a portion of a winning position. A position that has gained in value is a symbol to our brilliance and a testament to our… Read More
The biggest new defense project contract, the next generation long-range bomber, was awarded to Northrup Grumman (NOC). NOC beat out the combined bid by Boeing (BA) and Lockheed Martin (LMT). Upon losing the bid, Boeing and Lockheed Martin have formally… Read More
For those of you who have been paying into Social Security for your entire working careers, the day when you finally retire and begin