The following is a quote from the book I wrote as I rode my Harley across the heartland of America, contemplating the lessons I learned over 30 years as a…
Most of the economic data we’ve been seeing (don’t forget it’s historical data) belies the common thinking that the weather has been dampening economic growth. The just reported U.S. GDP…
Are we and the stock market in denial? Talk of a ‘double-dip’ recession seemed to grow quieter once the correction I predicted back in January ran its course and the…
Based on the stock price performance, we should expect Tesla to bring about world peace. Exciting growth situations, and I’ve seen many of them in various industries over my long…
One rule of thumb that works is ‘follow the smart money.’ Based on the most recent data I’ve seen: In the three months to November, $20.4 bln flowed into equities,…
It shouldn’t be surprising that the current ‘mood’ just oozes caution. The market is kind of like the bear (I met one face-to-face in Alaska many moons ago while fishing…
Evidence supports the notion that strategies targeting ‘earnings surprises’ are relatively impotent these days. I remember twenty years ago (long before these stats were tracked with near precision using quantitative…
Well I just have to laugh-out-loud. We know what the market is doing: NEW YORK (MarketWatch) — U.S. stock futures fell sharply on Thursday, along with Asian and European equities…
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…
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…
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