Bestselling Author and Editor of The Kelly Letter
Contributor's Links: The Kelly Letter

Bestselling author of The Neatest Little Guide to Stock Market Investing, The 3% Signal, and six other financial books.

The Kelly Letter rebalances to a growth target every quarter—no forecasting. This automated system beat the S&P 500 both ... more

ALL CONTRIBUTIONS

A Permabear Strikes Back
I don’t see the market in the traditional bull/bear terms, and think that the framework does a disservice to investors. The stock market merely fluctuates, and my system is indifferent as to where we are in the fluctuation.
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Cornerstone Strategic Value Fund Is No Panacea
I wrote in last Sunday’s Kelly Letter about a closed-end fund called Cornerstone Strategic Value. It’s one of many securities I’m auditioning to play a part in an Income Sig strategy for retirement.
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Tech Is Rested And Ready
Since March 20, 2020, the Nasdaq 100 has risen 95% compared with 82% for the S&P 500. Year-to-date, however, they switched leadership positions.
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Yes, You Can Retire On $1M
With enough income generated and reinvested, your retirement stash could avoid a steady decrease from withdrawals, providing you with peace of mind for the duration.
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The Oil Trade Is No Longer A Slam Dunk
Oil is back to a normal price range, as the world economy reopens slowly, not in a rush that might overwhelm reduced production capabilities. OPEC and others look ready for gradually rising demand—such as it will be—if not a surprise demand surge.
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Small Caps Dominate Post-Vaccine Market
Whether because of inflation expectations, reopening hopes, or something else, small caps have dominated the post-vaccine market.
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Comments

Latest Comments
Yes, You Can Retire On $1M
4 months ago

I agree, George. It was meant as an example to show that plenty of yield is available. I appreciate your interest in the Income Sig plan. I'm still working on it.

In this article: OHI
Yes, You Can Retire On $1M
5 months ago

True.

I focus on nest egg creation and management, but agree with you that a side business can be good for the bank account as well as body and soul.

Thank you for the comment.

In this article: OHI
1 to 2 of 2 comments

STOCKS I FOLLOW

AA Alcoa Inc.
AAPL Apple Inc.
AMAT Applied Materials Inc.
APA Apache Corporation
BP BP p.l.c.
BSX Boston Scientific Corporation
CROX Crocs Inc.
DECK Deckers Outdoor Corporation
DIS The Walt Disney Company
FMD The First Marblehead Corporation
FXY CurrencyShares Japanese Yen Trust
GM General Motors Company
GOOG Alphabet Inc. (Google)
LM Legg Mason Inc.
MFG Mizuho Financial Group Inc.
MSFT Microsoft Corporation
PEP PepsiCo Inc.
PNRA Panera (taken private mid-2017)
RIG Transocean Ltd.
RSX MARKET VECTORS RUS ETF
S SentinelOne, Inc.
SBUX Starbucks Corporation
SNE Sony Corporation
SPY SPDR S&P 500
TLT iShares Lehman 20+ Year Treasury Bond Fund
UNG United States Natural Gas Fund LP
UYG ProShares Ultra Financials
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Work Experience

Editor
The Kelly Letter
January 1998 - Present (24 years 2 months)

In this weekly e-mail newsletter, Jason reports on financial markets, manages portfolio positions, watches for buying opportunities, and provides industry insights. The typical subscriber is an individual investor between 20 and 50 years of age. The subscription fee is $19.97 per month.

Writer
Penguin Group USA
1995 - Present (27 years 2 months)

Jason has published all of his "Neatest Little Guide"​ books and "The 3% Signal"​ with Plume, and has enjoyed working with the imprint's excellent staff for nearly two decades. Here's to new editions and fresh titles on the way!

Financial Writer
The Vanguard Group
June 1997 - June 1998 (1 year 1 month)

At the Valley Forge, PA site. Designed and wrote a series of educational investment booklets. Worked under tight deadlines with a large team that made frequent changes to material and objectives.

Education

University of Colorado at Boulder
BA
1989 / 1993
English

Publications