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…
The infatuation of investors, retail and institutional alike with bonds has become ridiculous – more lust than love. The perception that there remains less risk in fixed income cannot be…
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…
Are these folks shopping for US Treasuries? Thirty years ago, when I got my first job as an investment analyst (Canadian Pacific Pension Fund) the bond managers were a sad…
Experience teaches you that dramatic initiatives to remedy errors (reactive) occur long after they can have any effect. Also one learns that the enthusiasm to impose remedies causes massive inefficiencies….
LinkedIn Corp’s <LNKD.N> shares more than doubled on their first day of trade last month. The hype seems to have worn off some since the IPO. There are some cynics…
I’ve mentioned Ford Equity Research in prior commentaries, as one of many services and tools that allow one to compare what one thinks is going on (biased by news, TV…
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