Month: September 2011

The macro view on the major asset classes.

Buying into group think isn’t a hallmark of successful speculation.

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There's some serious lack of imagination from the financial community with respect to the markets at present. 2008 has...

On the 3rd trading day of each week, I like to assess the risk in the portfolio to see what positions have the chance...

This article also featured on Forbes There are two distinct frames of thoughts with respect to the current state of...