A few columns ago I suggested that investors would be better served by moving out of Treasury bonds, CDs and money markets into higher yielding instruments. My motivation for that advice was two fold: the Federal Reserve had cut rates as far as it thought reasonable and my conviction that inflation was moving higher. [...]
Entries from May 2008
Long Term Interest Rates Will Move Higher
May 30th, 2008 · No Comments
Tags: @theMarket
Technical Analysis—Ya Gotta Love It
May 29th, 2008 · No Comments
Many so-called financial professionals as well as academic experts debunk technical analysis or TA: the study of charts in an attempt to uncover future trends in market activity. The venerable Efficient Market Hypothesis, the bible in American Business schools, insists there is absolutely no value in this arcane art. Yet, over the last six [...]
Tags: Investment Styles
It’s Not If but When Will Oil Fall?
May 28th, 2008 · 1 Comment
In homage to Jack Kirby, the creator of one of my favorite comic book heroes, the Fantastic Four, we took the liberty of casting oil as Doctor Doom, the Fab Four’s arch nemesis in this column. Given the monumental angst over black gold all week it is appropriate.
I have to admit the oil [...]
Tags: @theMarket
Where Have All The Flowers Gone?
May 23rd, 2008 · No Comments
Overall, Socially Responsible Investing has taken its share of losses in 2008 but has faired no worse than the rest of the market. That runs contrary to its detractors who believe SRI, the investment strategy of combining financial return with social good, is an idea of the lunatic fringe. I disagree.
Social investing in [...]
Tags: Investment Alternatives
The Confirmation Effect
May 18th, 2008 · No Comments
Ever notice that when the stock market goes up the number of negative stories dwindle while those with titles like “Recession? Not So Fast, Say Some” or “Why Inflation May Not Get out of Control” pop up daily? I call it the “confirmation effect” meaning that the media needs to justify why markets do [...]
Tags: @theMarket · Uncategorized