“To be at peace with your position in the Capital Markets, you must put in constant and diligent effort to comprehend what makes the markets move”
Read the full report: Liquidity
“To be at peace with your position in the Capital Markets, you must put in constant and diligent effort to comprehend what makes the markets move”
Read the full report: Liquidity
Given that our current market has appreciated over 100% from the lows it made in early 2009, I wanted to reach out to clients to discuss the history of previous […]
Readers of my work know that I have been talking about A Brave New World in my quarterly reports. What I mean by this moniker of “A Brave New World” […]
I put out a report a few months ago entitled “Reflexivity.” I know most people don’t know what the heck that terms means, so here is a brief description of […]
The other day, I’m having a conversation with a group of savvy and active investors and the topic of “What are you buying now?” comes up. I mentioned I liked […]
My investment process is a Top-Down meets Bottom-Up style. With a focus on Behavioral Finance being used on the Top-Down portion of the analysis and intense cash flow analysis supporting […]
A client actually sent a cartoon to me and I thought it was so appropriate, I had to send it out to all clients. You see, the actions depicted in […]