Seems there’s been a run on marijuana as folks stuck at home look for some relief: Shares in most of the big cannabis companies are up sharply this week following…
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,…
I provided a rather winded explanation in my previous discussion about why the current correction was inevitable. Since then, the S&P 500 has declined roughly 3%. It is likely to…
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…
“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…
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…
In mid-October the S&P 500 Index was at 1428.50 and I suggested (despite all the pessimism at that time) that if rates and inflation remained steady we could see the…
A perplexing phenomenon for money managers and academics alike is the so-called “January effect.” Also known as the small-cap effect it generally refers to the fact that January tends to…
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…
This website uses cookies to improve your experience. We'll assume you're ok with this, but you can opt-out if you wish. Cookie settingsACCEPT
Privacy & Cookies Policy
Privacy Overview
This website uses cookies to improve your experience while you navigate through the website. Out of these cookies, the cookies that are categorized as necessary are stored on your browser as they are essential for the working of basic functionalities of the website. We also use third-party cookies that help us analyze and understand how you use this website. These cookies will be stored in your browser only with your consent. You also have the option to opt-out of these cookies. But opting out of some of these cookies may have an effect on your browsing experience.
Necessary cookies are absolutely essential for the website to function properly. This category only includes cookies that ensures basic functionalities and security features of the website. These cookies do not store any personal information.
Any cookies that may not be particularly necessary for the website to function and is used specifically to collect user personal data via analytics, ads, other embedded contents are termed as non-necessary cookies. It is mandatory to procure user consent prior to running these cookies on your website.