When This Little Piggy Went to Market…

For those staring off into space just now, 2018 was “The Year of the Dog” in the Chinese Zodiac; a fitting designation if you had your capital anywhere but under your mattress. And with 2019 ordained as “The...

The Hidden Economic China Syndrome

My hunch is that we’ll get a good number of negative reactions about the corporate earnings season during the eight-week, Q4 reporting period. Why? Well, because that’s what always happens. Meanwhile, dividends keep rising, rates are falling again...

How People Act With Money

As 2019 unfolds, the media and market chatter will be spread across a number of assumed risks, including: The endless number of ways Trump will do wrong by us The impact of the US Government shutdown The myriad...

The Joy of Panicked Minds

In the latter stages of 2018, folks blamed the US Federal Reserve for scaring investors into a chain reaction of selling stocks, spurred by fears of interest rate hikes into infinity. Or something like that… We suggested to...

It’s Just a Question of Time…

Time is one of the most difficult things to deal with when markets are under stress. It seems to evaporate under the duress of expectations and the convenient assumptions they birth. As such, we should expect that this...

When Market Corrections Bring Massive Benefit

I have a strong hunch that most readers right now like stocks a lot less than they did a year ago at this time. How would we know that? Look around at the record setting weeks of outflows,...

The Gift Horse That Got Away…

Raise your hand if you got a brand new 65 or 70-inch HD-TV for Christmas… Now, let’s just say you’ve been stalking said digital prize for six months or so when one day your better half, with whom...

When ‘Panic’ Means ‘Opportunity’

In a word: “Nutty.” That’s the markets right now. And when things are nutty short-term panic usually ensues, which, for long term investors means: “Opportunity.” That’s because time is always the first victim of short-term perspectives. It vanishes...

Volatility Begets Volatility…Until the Emotion is Spent

Every other time the markets have become oversold - 2002, 2008, and 2011 – we saw an oversold ‘bounce’ ensue. And this trend could very well continue in the coming weeks. Now, it’s early doors as yet so...