Monthly Archives: May 2011

MARKET CORRECTION — The day after you buy stocks!

FORECAST – Sunny with Chance of Showers I was asked to speak at the Alternative Investment Conference in Calgary over the weekend. As you know, I don’t believe in predictions (for reasons covered at length in my new book); I … Continue reading

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Tim Hortons, Canada business in US, Jobs and People

Like most folks today, I’ve really no inside knowledge about why Don Schroeder quit, was fired or whatever from the ‘apparently’ top job at the iconic coffee/donut/soup/sandwich chain. The news today is simply: “Tim Hortons Inc. (THI-T) is racing to … Continue reading

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Financial system leakage, Bill Gross & Chevy Chase.

The best quote I’ve seen to explain what the financial system is suffering went like this: …”nobody knows how much monetary easing is too much.  The shrinkage (makes me think of a Seinfeld episode…giggle) in global liquidity as a result … Continue reading

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Bond rally or feint? Bullish stocks again!

What’s changed between now and a year ago?  There’s no shortage of people that think nothing much has changed.  Greece and Portugal are still up the creek, and if anything they owe more money than before so things are worse.  This … Continue reading

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Time to Buy? Stocks, Commodities & Television.

I was inspired this morning watching a business television interview.  A fund manager was suggesting that it’s probably a good idea to sell stocks and sit on some Treasury Bills or other cash equivalent.  Isn’t this exactly what I’ve said?  … Continue reading

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Global economy, Expert Predictions, Jim Rogers, CFA Conference Edinburgh

That’s a terrible photo of me and Jim Rogers, author of Investment Biker – a much different book than my own but I’d be lying if I didn’t admit his inspired me some. On the final day of the 2011 … Continue reading

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Inflation, Gold & Scotland

I am at the CFA Conference in beautiful Edinburg, Scotland. A survey of the large body (1200 delegates from all over the world) asking what is your biggest worry – got “inflation” as the overwhelming response. I consider (based on … Continue reading

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