For those who follow my rants, you’ll recall (okay, you probably won’t recall) my proprietary method of estimating where the S&P 500 Index should be headed. If you scan very…
It’s the year of the snake, which seems appropriate since everyone is worried about the slowing of the Chinese economy. In previous posts, I’ve described why the economic course of…
Trying to determine investment strategy hinges on a seemingly impossible exercize. Namely, predicting what the world will be like. The most important metrics are interest rates and real rates of…
Back in July I published a commentary warning about the perils of following the herd into a much loved stock. The risk is not disimilar to my previous post concerning…
I was watching business television and an articulate gentleman, the top dog for a rather large retirement fund, was the guest. Perhaps I’ve been living too long in a cocoon,…
I’d like to revisit a recurring phenomenon – and a reliable contrarian indicator – that befuddles the logical mind yet regularly creates investment opportunities. I’m inspired (again) by this comment…
I have friends who take great pleasure in discussing the latest wine releases, and some who have built temperature and humidity-controlled rooms in their homes to store hundreds of bottles…
Most people would agree with the following statement by celebrated behavioural psychologist Daniel Kahneman – from his best selling book describing new insights into how good and bad decisions are…
Is it time to gravitate towards U.S. corporate bonds and get out from the behind the sanctuary of treasuries? Many argue that the recent drift upwards of the benchmark 10-year…
Back in September I suggested that my favourite contrary leading indicator – the weighting devoted to equities by institutional investors – was pointing to an imminent rally in stock markets….
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