Tag Archives: behavior

Caution in Fast & Furious Markets? NOT!

Being overly cautious because of newspaper headlines is a costly business, as I discuss at length in my very entertaining book and in several past commentaries.  The following is a recent quote from the Financial Post in Canada but there … Continue reading

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Facebook and yes; looks matter more than reputation

Our love of good stories often biases our decisions, which is evidenced by the scrambling to buy the Facebook IPO despite the fact that there’s virtually no concrete financial data to justify the price of the business (if it is even … Continue reading

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Spread for RISK narrowed; as predicted!

You might recall that in December I posted the adjacent chart, recommending that the spread between equity yields and treasuries was “NUTS” and a narrowing of the spread between more risk and less risk would favour stocks.  It remains in … Continue reading

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