Boltwood Capital Management | Weekly Reads: 02/11/2019
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Weekly Reads: 02/11/2019

The Week’s Best Articles: Week of February 11th, 2019

Business: Wall Street Is Wrong About Apex Legends – click here
Fortnite began as just a video game and has since morphed into a cultural revelation. For investors, they have been unable to tap into the popularity because the maker is a private company. With EA’s release of Apex Legends that is all about to change.

Debt: Millions of Americans Are Behind On Auto Loans – click here
After the financial crisis, many of Americas either willingly or unwillingly changed their views about personal debt. However, as the economy strengthened and personal balance sheets were repaired debt began to look more attractive again. Fast forward to today and 7 million Americans are behind on their auto payments.

Investing: The Obvious Trade? America First – click here
One of the preeminent financial minds Mohammed El-Erian recently commented on the global markets and made it abundantly clear that the divergence trade is back. He believes that US stocks will outperform foreign stocks during the course of 2019.

Investing: Fidelity & Schwab Increase Commission Free Trades – click here
The race to the bottom in terms of cost for the two largest retail brokerage houses seems to be intensifying. Schwab and Fidelity both just doubled the number of funds available on their platforms that trade with zero commissions.

Business: Amazon and Eero A Disappointment? – click here
Amazon is no stranger in trying to approach old problems in a new way. They recently purchased a home wifi-mesh system that seemingly has no place in their current product lineup. While they may be able to innovate on the product this author believes that the purchase was disappointing for many reasons.

Tax: There Are Other Ways to Tax the Rich – click here
So much of the political discord over the past 10 years has been the increasingly large gap between the wealthy and everyone else. This author argues that one of the simpler ways to improve the tax situation is to get rid of the stepped up in basis that occurs when the wealthy transfer their wealth to the next generation.