My Trade Secret

Posted on July 17, 2007

How much risk can you afford? Nine out of ten investors, when asked how much risk they are willing to take respond with one version or another of “as little as possible”. That is the way I think, and I’m guessing you think that way too. Let’s face it, losing money is unpleasant. This is why risk avoidance is my number 1 priority in managing

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This Time is Different?

Posted on December 6, 2006

This Time Is Different… I have mentioned a looming business slowdown several times in my newsletters this year, because these things are normally very significant for the stock markets. Slowdowns– when they go far enough– become economic recessions. Signs are now everywhere that the economy is in fact… slowing down. Among numerous negatives and indications of a looming recession, the yield curve (the relationship between long

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Messages from the Bond Markets

Posted on July 23, 2006

Messages from the Bond Markets The fact that so many people expect interest rates to be on the rise is a contrarian’s delight. When it comes to investments, the biggest crowd is almost always wrong. The brave souls willing to buy their straw hats in winter normally get the best bargains. Listen to news reports, read articles by financial pundits and talk to people you know

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Posted in Money Matters Newsletter affecting, aggregate, appearing, backwards, borrowers, businesses, commodities, contraction, contrarian, definition, engineering, expansions, financially, government, indicators, investments, meaningful, nonetheless, pronouncements, purchasing, rationalizations, recessionary, relationship, themselves, treasuries