Tag Archives: securities

Beware a German Bund Fight!

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 I received from a fellow investment professional: “I have read … Continue reading

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Hedge Funds: Are they sacrilegious? Ask the SEC!

Now I have your attention!  The attack on fraudulent practices in the hedge fund industry by the SEC  – perhaps too little and too late for thousands upon thousands of investors – may not do much good but certainly can’t … Continue reading

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Don’t be fooled – it “is” a bond BUBBLE!

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 bunch. Rates had gradually climbed (i.e. bond portfolios kept losing … Continue reading

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Sino-Forest: Monkey business in China? Really!

Those who were not long the stock (I was a lucky one) are keenly following the banter between the press and the company, and those who owned it are selling it as quick as they can so they can deny … Continue reading

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MARKET CORRECTION — The day after you buy stocks!

FORECAST – Sunny with Chance of Showers I was asked to speak at the Alternative Investment Conference in Calgary over the weekend. As you know, I don’t believe in predictions (for reasons covered at length in my new book); I … Continue reading

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Bullish the U.S. $ like never before!

A maverick investor loves headlines like this one: “Mighty Greenback losing it’s lustre.” What lustre?  The greenback has been in the doghouse for years now.  As a Canadian, I’ve been grateful – I bought my latest Harley-Davidson while the loonie … Continue reading

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