Jim Collins

Jim Collins is the Founding Partner of Portfolio Guru. Collins researches small stocks in his newsletter, MicroCap Guru, and uses income-investing principles to manage money for individuals on a fee-only, separately-managed account basis.

Previously, Collins spent 10 years as an equity analyst in New York and London covering the automotive sector for Lehman Brothers, Donaldson, Lufkin & Jenrette and UBS. He holds an A.B. in Economics and History from Duke University and has completed the academic requirements for the CFA designation. 

Recent Articles By The Author

Things Could Get Real Ugly in October

Things Could Get Real Ugly in October

This market is ready for another bout of volatility as we head into October, a month notorious for its routs.

Powell and the Fed: Send in the Clowns

Powell and the Fed: Send in the Clowns

The Fed Chair's statement is such a mass of self-contradiction and obfuscation that it is no wonder his colleagues are deserting him.

So, Everything's Good Again? Sorry, That's Just Not True

So, Everything's Good Again? Sorry, That's Just Not True

Here's the way you have to approach this market.

Are We Approaching a Minsky Moment?

Are We Approaching a Minsky Moment?

A Minsky moment is when excessive speculation leads to excessive demand for credit and excessive leverage.

Where to Put Fresh Capital in Search of Higher Yields

Where to Put Fresh Capital in Search of Higher Yields

My recipe: finding a new name, reinvesting in old names, and maximizing yields.

My Worth Is My Bond

My Worth Is My Bond

The bond market has no single-source indicator like the S&P 500, but looking at a variety of indexes, 2019 has been a terrific year.

Here Are 3 Ways I Embrace the Volatility in the Current Markets

Here Are 3 Ways I Embrace the Volatility in the Current Markets

Rest assured that September is going to be an intense month in the markets.

I Find Demand More Important Than Supply When Analyzing the Oil Market

I Find Demand More Important Than Supply When Analyzing the Oil Market

While the products used by consumers are growing solidly, those refined products that are used solely for commercial operations are showing signs of a slowdown.

Doctor Copper Confirms the Global Economic Slowdown

Doctor Copper Confirms the Global Economic Slowdown

Freeport-McMoRan is always going to be my first call on the health of copper.

I Read the Fed Minutes. Here's Why I'm Concerned

I Read the Fed Minutes. Here's Why I'm Concerned

My advice after diving into the 15-page document: Tighten your exposure to stocks, and don't even consider selling your bonds.