Retail sales continue to rebound despite the slow opening of the economy. Inevitably, many storefronts will not survive but those that do will be able to negotiate much more favorable…
We have been meaning to buy a computer monitor for my daughter who often works from home – her company laptop is tiny. Decided to go today and discovered there’s…
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…
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…
In my book it’s no accident that Chapter 1 is entitled Never Panic! What Crisis? Of course when writing the chapter I was referring to the financial crisis that enveloped…
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…
Disappointing results from Apple this past quarter just may be an early sign of more rot to come . Being more experienced as a portfolio manager has its advantages…if only because of…
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…
“We think it’s time to say a ‘long good-bye’ to bonds, and embrace the ‘long good buy’ for equities” announces Goldman Sachs! This sort of pronouncement has the ability to…
In prior postings, I’ve illustrated that a by-product of the financial mayhem in recent years has been shrinking employment in the financial services sector. It got me thinking – perhaps…
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