Mike W

Something in the Way the Market Moves…

Records are being set in the Holiday Season, and lost in the headlines. And consumers seem just a tad nonplussed by all these suggestions of tariff wars which, at the current levels of 10% on $250 billion in...

Bear Market Rubber-Necking

Why does an accident on any well-travelled highway always cause a traffic tie-up on both sides of the road? We just can’t help but stop and stare. And only once the mayhem caused by onlookers clears does the...

The True Colour of Wealth

This chart has passed around many circles. But after the month of October it’s well worth a revisit. Let it serve as a mental reset: Focus for a moment on all that ‘blue’ colour above. Then look at...

Fear & Greed

“Rule #1 - Most things will prove to be cyclical. Rule #2 – Some of the greatest opportunities for gain and loss come when other people forget Rule #1.” Howard Marks For the last week or two it...

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,...

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...

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...

“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...

Don’t Buy Into the Political Antics and Negotiation Tactics…

Sometimes it seems like the new definition of ‘Information Stream’ is to take any piece of data and make the immediate assumption that things will turn out badly. That’s particularly true amongst the financial market punditry, where well-oiled...