Insights
The Frogs of Wall Street
It seems like positive news is bad for business. Tell someone about the stock market’s good tidings and your gaze...
When the Fear Breaks
The latest earnings season is now upon us. I swear it feels like the last one just ended about 74...
The Wall Street Hammer Horror Show
"Well alas we've seen it all before, Knights in armour, days for yore, The same old fears and the same...
An Inflated Sense of Fear
The early days of January remind me of that hazy feeling you get right after the summer break; you know...
The Market Mysteries of 2018
It's always nice to start off a New Year with good data despite any flies in the ointment. Let’s start...
You Aint Seen Nothin Yet
"It is not necessary to do extraordinary things to get extraordinary results." – Warren Buffett Over the last week or...
Meanwhile, The Markets Went Up
“If you aren’t thinking about owning a stock for 10 years, don’t even think about owning it for 10 minutes.”...
The Enemy is Emotion
“The business schools reward difficult complex behaviour more than simple behaviour, but simple behaviour is more effective.” “There seems to...
Follow the Trend Lines, Not the Headlines
The second read on US GDP is that it went up to 3.3%, and inflation went down. That happened while...
Dampening the Fuse to Market Euphoria
I say it all the time: Pray for the things that we fear because they create long-term opportunity. Thankfully, we’re...
It’s the End of the World as We Know It…
…and I feel fine. Yes, I know. The world is ending for any number of reasons scribbled across any number...