Tag Archives: selling

Did your strategist predict this market? Get a new strategist!

Below is a commentary I published on March 8th. Like Warren Buffet, I was especially worried about the bond market. During the months before I posted the article, huge inflows into fixed income funds took place. Suddenly investors began selling … Continue reading

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Ready to take on some investment risk? Instead ‘do the opposite!’

For decades I taught younger portfolio managers and trading professionals that the best investment strategy is always to “Do the Opposite.” Virtually every summer this would mean buying while others are selling and bids are few and far between; most … Continue reading

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How I predicted the decline in GOLD price!

The gold price has declined from the roughly $1750 level back in February to less than $1550 (more than 10% in 3 months).  It could be a screaming buy, but I’d discourage anyone from jumping in at this juncture.  What … Continue reading

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Short Gold, go LONG Currencies?

Central banks stockpiling bullion? Based on their historically really bad timing, looks like the price of gold has more room to move……DOWN! “The Central Bank Gold Agreement (also known as the Washington Agreement on Gold) was announced on September 26, … Continue reading

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Short Selling: Poop and Scoop!

The latest battle against short-sellers has been declared by Rui Feng, CEO of Silvercorp Metals Inc. The company operates silver mines in China. Sino-Forest’s woes (as happens in so many instances) opens the door to spread fear about any public … Continue reading

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Europe short-selling ban? Ban all of it everywhere!

From Financial Times: Friday 21.30 BST. “Global stocks are rallying as a partial short-selling ban helps European banks rebound – reducing financial system contagion fears – but lingering concerns about global growth and wariness over recent intense volatility are keeping … Continue reading

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So I was right about trimming oil, metals but what to BUY? How do I Pick Stocks?

So my warning over past couple of weeks of a meltdown in resources has come to pass (well, begun anyway).  I can promise you NOBODY will sign in to acknowledge it.  Why?  If you’re also a maverick investor/advisor – you’ll … Continue reading

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