I realize that I haven’t published in a very long time (although I’ve done a few articles in the recent past on seekingalpha.com). There hasn’t really been much to talk…
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…
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