Probability, Perspective and Perception

“OCTOBER: This is one of the peculiarly dangerous months to speculate in stocks. The others are July, January, September, April, November, May, March, June, December, August and February” Mark Twain “Better Not Look Down If You Want To...

October’s Annual Stock Market Scare Fest

“If you’re after above average results over time, then you have to stop thinking and/or reacting like everyone else. Turn off the news, ignore the TV financial pundits, and focus instead on thinking differently than the crowd…” Well,...

Banking on another recession, are we?

It was reported the other day on Bad News at Ten that the head honcho at RBS decreed that the UK is definitely in for a recession. Aw naw! What should we do then? Should we take heed...

The Merry Sound of Guillotines Being Sharpened

“I thought we lived in an autonomous collective…?” Python, Monty The world has been captivated this week by the Conservative Party Conference. It is at times more Pythonesque than Python. I half expected Boris of Nazareth to fling...

Facts Are Good, Feelings Are Bad…Go Figure!

It’s hard to believe that we’re already staring down the barrel of the last 90 days of 2018. In fact, it’s stunning really how fast time is flying by. The Latest on Earnings... In short, they continue to...

A Refreshing Read

I have just come back from a two week holiday. As always getting a chance to recharge the batteries is welcome, but this time it felt even more refreshing as it was two weeks away from the Brexit...

How Humans Behave with Money

Like it or not, things are changing. And if investors aren’t careful they’ll miss this like they missed most of the opportunities in the 1980s and 1990s. Sure, I remember some terrible events back then – certainly enough...

Measuring the Mood of Money

As the incessant media chatter about impending ‘terrible events’ reaches deafening levels, have we gone deaf to the voices of common sense telling us a very different story? While there are far too many metrics to offer up...

Perception Versus Reality

“There is always something to worry about. Avoid ‘weekend thinking’ and ignore the latest dire predictions of newscasters. Sell a stock because its fundamentals deteriorated, not because “the sky is falling down”…. Peter Lynch, legendary fund manager “Ye...

“Lucy, You Got Some Explaining To Do…”

Last week showed once again that people who mistake October for the calendar’s "bad month" may have forgotten September’s history of choppy waters. With that in mind, the downbeat first week of the month is not really an...