Why would I want panic in markets? It’s the first step towards recovery (but not the last). A true market meltdown (if this is one) starts with panic – and…
Our love of good stories often biases our decisions, which is evidenced by the scrambling to buy the Facebook IPO despite the fact that there’s virtually no concrete financial data to…
Most people would agree with the following statement by celebrated behavioural psychologist Daniel Kahneman – from his best selling book describing new insights into how good and bad decisions are…
I was reading an interesting article about the U.S. JOBS (Jumpstart our Business Act) which in effect begins to unwind some of the so-called “investor protection” constraints imposed by the…
You might recall that in December I posted the adjacent chart, recommending that the spread between equity yields and treasuries was “NUTS” and a narrowing of the spread between more…
I was inspired this morning watching a business television interview. A fund manager was suggesting that it’s probably a good idea to sell stocks and sit on some Treasury Bills…
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.