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Beware the Rally
Posted on November 2, 2018 Leave a Comment
*At the time that I wrote this markets had just finished several positive sessions, however by the time it was ready markets had once again changed directions! I’m going to potentially embarrass myself and go on the record as saying we shouldn’t place too much trust in the current market rally, though the upturn is […]
The Deceptive Nature of Indices
Posted on August 15, 2018 Leave a Comment
An essential part of the business of investing involves figuring out how well you are doing. In some respects, the best benchmark for how well you are doing should be personalized to you. How conservative are you? What kind of income needs do you have? How old are you? While the case remains strong for […]
The Market is Rallying – Why Again?
Posted on February 18, 2016 Leave a Comment
The market is rallying and sentiment has seemingly turned positive, but why? A quick look at the global economies tells us there is still much to be concerned about.
What “The Big Short” Can Tell Us About Market Risk
Posted on February 12, 2016 Leave a Comment
The Big Short is an excellent movie about the 2008 crash, but it tells investors little about how to deal with turbulent and dangerous markets. In fact it may perpetuate bad investing advice.
Pessimism is in! You Can Keep Your 2016
Posted on January 5, 2016 Leave a Comment
The first day of the new year saw red in every major market. How should investors respond? Is it time to buy, time to run, or is there a sensible third way to approach the deep discounts we see today?
America Is In Great Shape; Be Afraid!
Posted on November 26, 2014 Leave a Comment
All year people have been expecting a correction in the US Markets. For most of the year I have listened to portfolio managers discuss their “concern” about the high valuations of American companies. I have also listened to them point out that America remains the strongest economy and the most likely to see significant growth […]
What Investors Should Know After Europe’s Terrible, Horrible, No-Good Month
Posted on October 28, 2014 Leave a Comment
Falling inflation, terrible economic news and a general sense of dread for the future seems to have once again become the primary descriptive terms for Europe. Earlier this year things seemed to have improved dramatically for the continent. On the back of the German economic engine much of the concern about the EU had been […]
The Media is Turning Market Panic up to 11 – Learn to Tune Them Out
Posted on October 16, 2014 Leave a Comment
The current market correction is about as fun as a toothache. Made up of a perfect storm of negative sentiment, a slowing global economy and concerns about the end of Quantitative Easing in the US have led to a broad sell-off of global markets, pretty much wiping out most of their gains year-to-date. One of the […]
If I Tell You This is Just a Correction, Will You Feel Better?
Posted on October 2, 2014 Leave a Comment
A correction is typically defined as a drop of roughly 10% in the markets over a very short period of time. It’s often “welcomed” by investment professionals because it creates opportunities for new investments into liked companies that were previously trading above valuations considered appealing. Corrections are talked about as being necessary, beneficial and part […]
Don’t Be Surprised That No One Knows Why The Market Is Down
Posted on September 26, 2014 Leave a Comment
Last Friday I watched the TSX start to take a precipitous fall. The one stock market that seemed immune to any bad news and had easily outperformed almost every other index this year had suddenly shed 200 points in a day. Big sell-offs are common in investing. They happen periodically and can be triggered by […]
