Insights
Why the Market’s Worst Enemy is its Participants
Read through a good number of articles over the weekend and, while not completely unanimous, the general consensus was all...
When the Dow Jones Hits 120,000…
Back in the summer of 2008, Commodity Hedgies were all the rage as dollar values seemed to rise daily, and...
Reading the Economic Tea Leaves
Despite the recent ‘better than expected’ revised US GDP figures, the growth rate is still paltry as we work through...
Why You Can’t ‘Time the Market’
In case anyone wants to know, I’ve tracked down the license plates from that black swan-laden fleet of trucks that...
Bull vs Bear
The market’s back and forth movement continues. Last week, after the US Fed minutes were released buyers slowly dipped their...
The Coffee Can Portfolio
Back in early December 2014, the markets hit highs of 208.47 on the SPY (the broader market ETF). Approaching mid-May...
Dislocation and Doomsday Clocks
Note the increasing use of the term "dislocation" in investor circles. It's the latest of the new Wall Street buzz...