An Odd Twist of Stock Market Fate

There are a few things to be aware of as the financial and economic positives build for 2018 and beyond. In the midst of all the recent new record setting highs across cash flows, net worth, market averages...

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 complacent with a mountain of salt. My exact words: “If you find yourself concerned the crowd has become...

Who Moves Less Wins

Sometimes, after all patience is spent and allowances for lunacy sold as expertise becomes exhausting, you just have to call it what it is: Plain old bullsh$$. Here are some recent examples of this type of manure: Reality...

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 as the results are beating estimates. In fact, not too long ago I wrote: "Given markets have rallied...

How to prepare for the coming tax onslaught

All articles in this section are provided courtesy of Master Investor Magazine and are not necessarily the views of Alan Steel Asset Management. “There are certain things that cannot be adequately explained to a virgin by either words...

Mellon on the markets - November

All articles in this section are provided courtesy of Master Investor Magazine and are not necessarily the views of Alan Steel Asset Management. I'm on an Emirates A380 over the island of Goa, en route to Dubai from...

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 good stuff, and usually you can spot some themes. The most common of which is the: “Yeah, but…"...

Things Look “Solid”

The corporate earnings season in perspective, all seems well for the long-term investor. In fact, to see continued volatile churn during earnings seasons is actually a good sign. Not until every investor and commentator’s response is, for whatever...

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 coming months, but historically speaking they tend to move things higher. It’s a $20 Trillion economy moving at...

We Are All Biased

As some of you may know I am a lifelong fan of Aberdeen Football Club. This meant from the age of 16 to 21 I experienced a period of success that is unlikely to be equalled in my...