We Eat Bears for Breakfast
We Eat Bears for Breakfast Read More »
On January 31st we gave the following warning about the Risks being real. “We are witnessing an extremely stubborn decade-long bull market and the very powerful force of the herd on the move. The perspectives and assessments of the horizon (“cognitive eyeballing”) are distorted. Investors no longer seem to be able to properly assess the
Global Stock Market Carnage Read More »
There’s a killer on the road, His brain is squirmin’ like a toad, Take a long holiday, Let your children play, If you give this man a ride, sweet family will die, Killer on the road. Riders on the Storm – The Doors
Riders on the Storm Read More »
Stock markets caught a bid yesterday, with the S&P 500 rising back towards the middle of its three-week trading range and almost even for a year of trading. The New York Composite NYA (the inside of the stock market) -4% for a year of trading and 8% below its all-time high-water mark reached on 21
This piece was originally written in March 2013 but is even more relevant now as we enter into uncertain times in 2020. “If I have seen further it, it is by standing on the shoulders of Giants.” Isaac Newton “Truth, like gold, is to be obtained not by its growth, but by washing away from
The further back you look, the further forward you can see Read More »