2017 has been a great year for investors. Global equities are higher. Volatility is non-existent. Heck, even left-for-dead fixed income has posted positive returns. However,…
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Forget the Fed. Focus on Coordinated Global Tightening
How to Drive your Retirement Portfolio into the Ground
“Invert, always invert.” – Charlie Munger, the Vice Chairman of Berkshire Hathaway and Warren Buffett’s partner. Long-term investing is boring. Markets take time, discipline is hard, and being patient isn’t exactly thrilling. It’s been said the human mind rejects ideas that...
read moreWhat Happens if the U.S. Goes to War?
“Rising overseas tensions usually don’t cause economic slumps or bear markets… but it’s not unheard of.”– Ben Levisohn, Barron’s The CFA Institute’s Enterprising Investor blog published a…
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Interest Rates: Experts Stick to the Broken Clock Approach
The rising interest rate prediction has been the most incorrect forecast I can remember. For the past three years, we have heard various economists, market…
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