Evidence supports the notion that strategies targeting ‘earnings surprises’ are relatively impotent these days. I remember twenty years ago (long before these stats were tracked with near precision using quantitative…
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…
I’ve been preaching for decades (and discussed in both my books ad nauseum) that the right thing to be doing at any point in time is the exact opposite of what…
A huge believer that what we read in the press is always the exact opposite of what we should expect, the universal agreement by pundits that interest rates will remain…
Just back from a nice ride on a rented Harley-Davidson motorcycle (in beautiful Arizona), I can’t say that I’m back in the swing of things just yet, but it sure…
Is it time to gravitate towards U.S. corporate bonds and get out from the behind the sanctuary of treasuries? Many argue that the recent drift upwards of the benchmark 10-year…
For the cynics (the ‘wait-and-see’ crowd) this table should be an eye-opener. Just to recap: On Sept 29th I posted Asset Allocation points to RALLY! On November 17th I recommended…
While everyone is obsessed with the financial crisis in Europe, and occasionally China, the real story is in America. The global market may seem to be on thin ice, but…
On August 31st, when we learned that consumer confidence had plummeted to rock bottom levels, I said (in the posting Consumer – lower confidence is GOOD news!): “What’s important, is…
Very many years ago I published an obscure article in ‘Benefits Canada’ that demonstrated (using data on institutional fund managers) asset allocation by professionals is not much different from behaviour…
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