Tag Archives: compliance

Did your strategist predict this market? Get a new strategist!

Below is a commentary I published on March 8th. Like Warren Buffet, I was especially worried about the bond market. During the months before I posted the article, huge inflows into fixed income funds took place. Suddenly investors began selling … Continue reading

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Selling bonds to buy stocks? Try door #3 instead!

I have been warning about bonds now for over 6 months. Finally the press is catching on, ensuring that a normal development over the course of a business cycle (whether ignited by natural forces or government intervention) – rising interest … Continue reading

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DEBT CRISIS? It’s a RED HERRING!

The U.S. debt crisis? Yes, it’s a red herring. Today Obama went on television to calm America and was no doubt hoping to convince financial markets to relax. He said there will be a compromise…and meant it. What he didn’t … Continue reading

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