Recent Articles
QUANTIFYING THE FED’S IMPACT ON THE S&P 500
Click to view as PDF. CHAIRMAN WAXMAN: “You found a flaw?” MR. GREENSPAN: “I found a flaw in the model that…
THE GREAT EQUALIZER
Click to view as PDF. “Don’t you miss interest rates?” – JIM GRANT, founder, Grant’s Interest Rate Observer “The entire…
CHANGE OF PACE
Click to view as PDF. “The mind of man at one and the same time is both the glory and…
Bulls vs. Bears
Click to view as PDF. “We really can’t forecast all that well, and yet we pretend that we can, but…
HUNT FOR THE TRUTH
Click to view as PDF. “There is a meaningful risk that, come November, one of the people currently running for…
SIX REASONS TO BUY GOLD IN 2016
Click to view as PDF. “Betting against gold is the same as betting on governments. He who bets on governments…
THE CASE FOR US TREASURIES
Click here to view as PDF. “The areas of consensus shift unbelievably fast; the bubbles of certainty are constantly exploding.”…
No thanks for the memories.
Click here to view as PDF. “It is better to be three hours too early than a minute too late.”…
BEAR MARKET BOUNCE?
Click here to view as PDF. “For those properly prepared, the bear market is not a calamity but an opportunity.”…
Is Wall Street in a Bear Market?
Click here to view as PDF. “We are of different opinions at different hours, but we always may be said…
No time for gloating.
Click here to view as PDF. “Always look for forced urgent selling.” – Seth Klarman, Superstar Money Manager SUMMARY – As…
Auld Lang Syne or Old Anxiety?
Click here to view as PDF. “You pay a very high price in the stock market for a cheery consensus.”…