Tag Archives: cfa

Jim Rogers stealing my thunder? GOLD!

I can’t help but admire anyone who rides a bike for long distances, and Jim Rogers is one of those who takes the cake. I met him in Scotland at the Chartered Financial Analysts Institute’s Annual Conference (2010). Although my … Continue reading

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Beware a German Bund Fight!

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 received from a fellow investment professional: “I have read … Continue reading

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Shareholder Activism or Terrorism? The Line is BLURRY

At least 20 years ago, I was a director of our local CFA society, in charge of corporate governance which of course was very early days in the evolution of increasing expectations concerning the accountability of senior management. I recall … Continue reading

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Commodities NOT for diversification? Should be obvious!

A published academic study (by Daskalaki and Skiadopoulos in the Journal of Banking & Finance October 2011) that’s getting much attention is entitled: Should Investors Include Commodities in Their Portfolios After All? New Evidence. The following is a quote from … Continue reading

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Got the CFA blues?

I made this video purely for your entertainment. Turn on the volume and enjoy. Perhaps you get an occasional bout of the CFA blues nowadays too? If the video isn’t working for you, scroll below the video for a Youtube … Continue reading

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Wanna be a Portfolio Manager? Forget the ‘walk’ and learn the ‘talk’!

Portfolio managers become very adept at covering their everyday-idiot side and at a moment’s notice switching on their learned-professional alter ego. Like the Two Face character from Batman comics, it’s often difficult to determine who it is you’re actually talking … Continue reading

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Markets, jobs – wild ride in ‘momentum’ economy!

Let’s talk about momentum in markets first, and then get into the philosophy of ‘growth’ for growth’s sake and it’s impact on the job markets and on the economy. If we look at what’s driving stocks right now, it’s all … Continue reading

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