Insights

Dancing the Stock Market Salsa
As we (in America) shove the ‘joys’ of ‘Tax Day’ towards the rear-view mirror I think it might be helpful...
He Who Does Less Wins
Why does the chain of so-called problems faced by investors never seem to end? Don’t believe me? When was the...
A Bull Market in Pessimism
Even as we collectively continue to brush the emotional dust off all the fears echoed in the Q4 data, the...
Bull Market or Bust…
It remains alive and well on any red ink for more than a week, even as we have recovered a...
Will the Next Market Monster Please Stand Up…?
Tis the end of Q1 already. T’was a fast quarter indeed. And investor fear has wasted no time ramping up...
Why Missing Out is Far Worse Than Running Out
The Job Openings and Labour Turnover Survey (JOLTS) came out late last week revealing a staggering number of new US...
Why the Bulls are Nearly Extinct
It appears the ugly season is over…for now. That said, while all those terrifying earnings announcements have begun to recede,...
The Alarmists’ Circle of Mistrust
When I was just getting started in this business, I had a couple mentors (rest their souls) who taught me...
I’m in a ‘Nitty Gritty’ State of Mind
Growing wealth requires us to eventually get to a stage where we stop telling ourselves stories, and let reason replace...
The March of ‘The Terribles’
“You know, Hobbes, some days even my lucky rocket ship underpants don't help.” Calvin & Hobbes As we said goodbye...
The End of the World Has Been Greatly Fabricated
Folks, the growth rate is slowing. And when the unrelenting fear over this mathematically obvious turn of events settles down,...