Tag Archives: rising

Rising i-rates: More than bonds will get hammered!

In a recent “Investor Alert” the Financial Industry Regulatory Authority (FINRA) warned the investing public: If you have money in a bond fund that holds primarily long-term bonds, expect the value of that fund to decline, perhaps significantly, when interest … Continue reading

Posted in Random Thoughts | Tagged , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , | 1 Comment

OIL price already well on its way to my forecast $120 WTI.

As is often the case, once you recognize an opportunity it begins to run away from you…unless you act quickly.  Almost immediately after I published a comment about oil prices rising in the late spring they headed north. This is why investment committees (requiring consensus or third party approval) … Continue reading

Posted in Random Thoughts | Tagged , , , , , , , , , , , , | Leave a comment

Sell in May and go away? Smarter to buy in July!

Seems we may be getting a taste of the seasonality I warned about in prior postings (and discussed in my literary masterpiece A Maverick Investor’s Guidebook – also available as an ebook for the digitally minded).  If you’re like most novice investors and only … Continue reading

Posted in Random Thoughts | Tagged , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , | Leave a comment