Insights
Sorry, I Was Wrong…
I’ve suggested for many moons now how we should consider the claim that the investor crowd is too bullish and...
Who Moves Less Wins
Sometimes, after all patience is spent and allowances for lunacy sold as expertise becomes exhausting, you just have to call...
As Good As It Gets?
The latest on corporate earnings is that the averages have been doing far better than the stocks reporting results, even...
“Aye, But No, But Yeah, But…”
I hear lots of stuff each day. Calls, emails, comments by response, questions posed in posts, the lot… It's all...
Things Look “Solid”
The corporate earnings season in perspective, all seems well for the long-term investor. In fact, to see continued volatile churn...
Are You Waiting for “Red Ink”?
So, US GDP despite Mother Nature’s anger came in far better than expected. There will likely be adjustments in the...
Stop the Insanity
Last week the Dow Jones and S&P 500 fell by about 48 basis points. For you non-maths people that's the...
The Boring Norm of Upward Earnings
First, make sure you click here to watch our short video on the surprising strength building in the US economy....
Overpriced? You Tell Me…
Just about all aspects of the still young earnings season are coming in pretty nicely. Expectations were dragged down again...
Who Broke the Market’s Crystal Ball?
Corporate earnings continue, in the majority, to beat expectations. And we’re not future-gazing here when we say that this trend...
The Bad Times Don’t Come to Stay, They Come to Pass…
I’ve been told since 1982 that I wear rose-coloured glasses. Maybe so, but the overwhelming signal from history suggests it’s...