Tag Archives: strategists

China will be the next big surprise!

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 – the U.S. of course but Japan as well of … Continue reading

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Everyone expects a correction; they just haven’t caused one yet!

The release of data that is unexpected can be disruptive to markets as we’ve just experienced, but what causes even more volatility is the impact of surprising data releases on investor expectations.  Bear markets caused by recessions are easier to … Continue reading

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Is stock market going to tumble over the fiscal cliff?

I saw the following comment/question just the other day and was surprised since it was in response to a posting I initiated way back in August 2011 entitled “Is the market on thin ice?” The theme of the original commentary … 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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