Insights
The Old Measures Hiding New Growth
A lot of people feel the need to always have a sense of fear about what's next when it comes...
The Dow Jones Drop? Put Away Your Sharp Objects
Fifteen years ago Sunday the entire world was numb. Most were transfixed to their television screens as the fires from...
Investing, So Long As Men Are Men…
“The events of future history…will be of the same nature-or nearly so-as the history of the past, so long as...
Understanding Capitalism
Capitalism: "An economic system in which investment in and ownership of the means of production, distribution, and exchange of wealth...
Up, Down or Nowhere At All
Over the weekend, Barron's were talking about preparing for the coming bear market, saying they’d interviewed 10 top Wall Street...
The Path Behind Us
I was thinking about how 2016 has rolled out thus far in market and economic terms. Remember where we began?...
An Out-Of-Body Investor Experience
The “September is worse for markets than October” chatter has begun in earnest. And this time round it just might...
Good News Gone Bad
How to turn good news bad: There’s been solid US jobs growth…but the doomsayers are saying, "But it's all in...
Market Misdirection & Underestimation
Misdirection: "It is a form of deception in which the attention of an audience is focused on one thing in...
The Wizard Behind the Curtain
Markets continue to churn through earnings as the annual August doldrums lie dead ahead. That feeling of walking in quicksand...
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...