Having (with partners) founded and managed a mutual fund company, I can share some insights when it comes to timing markets. Some say it’s impossible, but the data (and experience)…
I published here (in late January) and on SeekingAlpha.com a warning that the surge in private equity (with with emphasis on “private” or illiquid) in the past decade would reek…
China’s imported over 10 million barrels of oil daily in 2019 according to the Energy Information Administration. Ten million barrels PER DAY, every day of the year or 3.65 BILLION…
One rule of thumb that works is ‘follow the smart money.’ Based on the most recent data I’ve seen: In the three months to November, $20.4 bln flowed into equities,…
China was all the rage for a short while, but despite chugging along at a premium growth rate to the rest of the world, investors have pretty much focussed on other markets…
“The global demand for resources is beginning to improve, the Far East is growing again, and over the past years, commodity prices are heading in the right direction – as…
Everyone is fascinated by the yellow metal. I’ve been to exploration sites as far north as Nunavut (by the Arctic Ocean) and south to operating mines in Chile. But determining what it’s…
The infatuation of investors, retail and institutional alike with bonds has become ridiculous – more lust than love. The perception that there remains less risk in fixed income cannot be…
For decades I taught younger portfolio managers and trading professionals that the best investment strategy is always to “Do the Opposite.” Virtually every summer this would mean buying while others…
Earnings, not wholesale ‘buying’ have been driving the recent rally….please read my previous comments . Those arguing that the “Olympic” rally is a false start have simply missed the boat…
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