Yearly Archives: 2015

Invoking Your Inner Spock

Over the past 18 months the global stock market has moved lower by 1.4%(i). It gained in 2014, only to lose those gains and more over the past 5 months. Up, down, up, down. What is going on? Investors may … Continue reading

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Time Machine – What if it was 2007, and you knew what was coming?

I often fantasize about going back in time so I can replay an event more to my advantage. Like curating a response to friends that, after the fact, makes me appear brilliant. Here is an investment time machine fantasy: Imagine … Continue reading

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The Fed’s “Contracted Experiment in Price Control (i)”

Just as investors were unable to perceive how a housing market crash would affect their investment portfolios, we believe similar, unanticipated risk exists in the stock market due to Federal Reserve asset price manipulation. Continue reading

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Driving Whilst Looking Backwards

Want to grasp the counter-intuitive nature of investing? Try driving whilst looking to the rear (see lengthy liability disclosure below). Or, if that seems like a bad idea, carefully consider these probable outcomes: The counter-intuitive nature of investing is both … Continue reading

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