Tag Archives: mal

Are markets in denial? Recent history in one chart!

Are we and the stock market in denial?  Talk of a ‘double-dip’ recession seemed to grow quieter once the correction I predicted back in January ran its course and the market headed to new highs.  I still adhere to my … Continue reading

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Canadian Stock Market earning a gold medal also?

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, the fifth largest 3-month total on record, lifting year-to-date total … Continue reading

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First a correction; and then another banner year for stock markets!

It shouldn’t be surprising that the current ‘mood’ just oozes caution.   The market is kind of like the bear (I met one face-to-face in Alaska many moons ago while fishing in ‘his‘ creek) – at one moment the bear seems content and … Continue reading

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Markets & September Heebeejeebies – Hide or Ride?

What’s an investor to do when everything expected has already come to pass, and it’s time to strategize for the future – but the potential September/October abyss is in the way? Having warned myself months ago about the coming rout … Continue reading

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China? No need for worry in the year of the snake!

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 action China has adopted is brilliant – the country’s only … Continue reading

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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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China’s Catch-22

I considered the title “bad news is good news” but it seems the phrase ‘Catch-22’ from Joseph Heller’s book is more appropriate. A dictionary describes it as “a problematic situation for which the only solution is denied by a circumstance … Continue reading

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“We’ve been expecting a sell-off because..” What BUNK!

Well I just have to laugh-out-loud.  We know what the market is doing: NEW YORK (MarketWatch) — U.S. stock futures fell sharply on Thursday, along with Asian and European equities as well as gold prices and bonds after the Federal … Continue reading

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China will be the next big surprise!

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 U.S. of course but Japan as well of … Continue reading

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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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