Were the Tariffs a Hoax from the Start?
In recent weeks, global markets have been through a ride that felt more like political theatre than sound economic strategy. Universal baseline tariff: As of April 5, 2025, the US administration …
You See, Procter & Gamble Hikes the Dividend Again
In March 2021… In March 2021, I reflected on the nervousness pervading international stock markets. Tech giants like Amazon had begun to lose ground, and even stalwart consumer goods manufacturers …
US Tariffs – This Time Could Be Different
Let’s travel back to … December 30, 2019 It was my first year working as a lawyer at a firm that sometimes felt like something straight out of a John …
So Here We Are – Braving The Stock Market Crash (?)
US President Donald Trump has now announced the widely anticipated, far-reaching tariff increases, which have been awaited with concern, fear, and perhaps a little hope that it may be less …
Monthly Income With Dividends In March 2025
With the Dividend Diary, I document how a cash-flow investment approach can be part of a well-balanced wealth management. To keep things simple, I have built three pillars: Active income. …
Is the Nike Dividend at Risk? Not Now But Trouble Might Be Brewing
My quick take on Nike (my personal notes): Nike is facing major challenges. High inventory levels, declining demand for once-iconic sneaker models, tight competition and difficult market conditions in China …
META Stock – Company Sheet (taking quarterly earnings into account)
How to use the company sheets The company sheet provides a quick, clear overview of key financial metrics, past performance, analyst estimates, and my personal insights for investors looking to …
Monthly Income With Dividends In February 2025
With the Dividend Diary, I document how a cash-flow investment approach can be part of well-balanced wealth management. To keep things simple, I have built three pillars: Active income. …
Monthly Income With Dividends In January 2025
Welcome to a new report of my Dividend Diary on the TEV Blog. Here, I report the development of a cash flow-oriented investment approach that focuses on generating a passive …
Monthly Income With Dividends In December 2024
Welcome to a new report of my Dividend Diary on the TEV Blog. Here, I report the development of a cash flow-oriented investment approach that focuses on generating a passive …
Monthly Income With Dividends In November 2024
Welcome to a new report of my Dividend Diary on the TEV Blog. Here, I report the development of a cash flow-oriented investment approach that focuses on generating a passive …
Why I Don’t Pay Too Much Attention To A Fair PS Ratio And Fair PB Ratio
Recently, a friend asked me a seemingly simple question: Why do you only use profit and cash flow to assess the fair value of a stock? He argued that even …
Monthly Income With Dividends In October 2024
Welcome to a new report of my Dividend Diary on the TEV Blog. Here, I report the development of a cash flow-oriented investment approach that focuses on generating a passive …
Art of Investing: Drawdown Chart, Human Capital, and Power of Time
Investing is about achieving returns and managing inevitable periods of loss. A valuable tool to better understand these periods is the drawdown chart. This chart shows how often and how …
Monthly Income With Dividends In September 2024
Welcome to a new report of my Dividend Diary on the TEV Blog. Here, I report the development of a cash flow-oriented investment approach that focuses on generating a passive …