Stocks vs. Bonds Valuations
The major themes over the next few months impacting the markets will be China data and yuan devaluation, forward corporate earnings guidance from the bellwether,... Read More →
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Newsletter – January / February 2015 – Gold stocks vs Gold bullion: What’s the difference?
Gold stocks vs Gold bullion: What’s the difference? I first wrote on the topic of the difference between investing in gold bullion and gold stocks... Read More →
Newsletter – September / October 2014 – Extreme reversion is not an outlier
Extreme reversion is not an outlier Managing money with a strong or primary filter in the analysis of security price action has changed over the... Read More →
Newsletter – March / April 2013 – The laws of diminishing returns
The laws of diminishing returns I watched the most fascinating documentary recently on the properties and nature of the universe. How big is it? What’s... Read More →
Newsletter – January / February 2013 – What would you do if…
What would you do if… Big American pension fund managers have a problem: after 12 years of holding a portfolio of America’s 500 largest stocks,... Read More →
Newsletter – November / December 2012 – 2013: What’s going on down in the deep?
2013: What’s going on down in the deep? Prognostication on the future can be a mug’s game. You look like a goat if you’re wrong... Read More →
Newsletter – September / October 2012 – Theories sometimes work; price always does
Theories sometimes work; price always does Economic Theory is very interesting stuff. It’s basic logic and it’s all about supply and demand. When a government... Read More →
Newsletter – July / August 2012 – If you can’t stand the heat…
If you can’t stand the heat… My hobby is the study of ancient wisdom and philosophy. In June that hobby took me to the high... Read More →