ALL OUR PUBLICATIONs

ALL OUR PUBLICATIONS

ALL OUR PUBLICATIONS

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When the Market Does Not React the Way You Expect

“DO AS I SAY, NOT AS I DO” WAS ATTRIBUTED TO PREACHERS, BUT WOULD WORK JUST AS WELL FOR THE INVESTMENT ADVISORY BUSINESS.

FILE PHOTO: Flags of U.S. and China are placed for a meeting between Secretary of Agriculture Sonny Perdue and China's Minister of Agriculture Han Changfu at the Ministry of Agriculture in Beijing, China June 30, 2017. REUTERS/Jason Lee/File Photo

Your Investment Outlook vs. Consensus

IT’S A GOOD IDEA FROM TIME TO TIME TO PAUSE AND ASSESS HOW SIMILAR YOUR INVESTMENT OUTLOOK IS TO THE CONSENSUS OF CHIEF ECONOMISTS AND OTHER ASSORTED FORECASTERS.

What to Expect in the Current Bear Market

What to Expect in the Current Bear Market

WE ARE IN THE MIDST OF A GLOBAL ECONOMIC SLOWDOWN, WITH THE US BEING THE ONLY BRIGHT SPOT GLOBALLY

Getting High on Bubbles

Getting High on Bubbles

IN HIS FAMOUS SPEECH ON ‘IRRATIONAL EXUBERANCE’, GREENSPAN COMMENTED ABOUT HOW DIFFICULT IT WAS TO RECOGNIZE THE CHARACTERISTICS OF BUBBLES IF WE SAW THEM.

Thumbnails_Liquidity Squeezes and Emerging Market Crises

Liquidity Squeezes and Emerging Market Crises

IN FINANCIAL MARKETS VERY FEW THINGS CAN BE EXPECTED TO REPEAT REGULARLY LIKE CLOCKWORK.

Interviewing for a Finance Position

Interviewing for a Finance Position

THE SINGLE BEST INVESTMENT ANYONE CAN MAKE IS TO INVEST IN OURSELVES, FOR A BETTER CAREER AND HIGHER EARNINGS PROSPECTS.

Investing Irresponsibly

Investing Irresponsibly

ASKING WHETHER ONE SHOULD INVEST IN A SOCIALLY RESPONSIBLE WAY SEEMS LIKE A TRIVIAL QUESTION WITH AN OBVIOUS ANSWER

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Higher Interest Rates means Bonds and Leverage Don’t Mix

STOCKS ARE STORIES, BONDS ARE MATHEMATICS.

A Blueprint to Navigate Every Bear Market

A Blueprint to Navigate Every Bear Market

THREE WEEKS AGO OVER DINNER MY 87 YEAR OLD FATHER ASKED ME HOW MUCH MONEY I HAD MADE FOR OUR CLIENTS IN OUR EQUITY STRATEGY IN 2017.