Diversification: When More is Less

Posted on March 28, 2007

Diversification: When More is Less The idea that institutional investors are the biggest players in the market is nothing new, but a quote from the Wall Street Journal, recounted by Robert Folsom of Elliott Wave International really caught my eye. “Institutional investing is now largely the business of giants. America’s 100 largest money managers alone now hold 58% of all stocks.” This reminded me of a

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Exploding the Wall Street Myths

Posted on February 22, 2007

Exploding the Wall Street Myths Wall Street must have a propaganda machine to generate so many great investment myths. Like most myths, many begin with a kernel of truth, but end up inferring much that may not be true. Shrewd operators (like many financial institutions) often take these myths and use them for their own ends. The inducements are familiar—potential tax savings, greater returns, less effort

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The Dollar, Deficits and International Trade

Posted on January 25, 2007

The Dollar, Deficits and International Trade (for the Yacht-less) Trying to make a topic like this understandable is only slightly less daunting than explaining the meaning of life, but I recently had an insight about this topic that I want to pass along, so here goes . . . I’ve been thinking about all this since the dollar began plunging against the value of most other

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Economic Review and Market Outlook

Posted on January 11, 2007

Economic Review and Market Outlook Despite an unfolding economic slowdown, a market that is long overdue for a decline, and a real estate market that continues to deteriorate, the stock markets continue to do OK. In the past few months I have come to believe that the stock markets are benefiting from investors who are fleeing real estate and need another place to put their money.

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New Tools-Better Strategies

Posted on November 15, 2006

New Tools-Better Strategies In the past year several new investments have come onto the scene that can add a lot of stability to a portfolio while it is working for you. When we know for sure that the market is going to go up, or even go down, investment decisions become easy. But, in reality, the market usually goes both up and down, sometimes within the

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