WHAT YOU THINK YOU KNOW CAN HURT YOU After participating in this bloodsport since the mid-90s, I have discovered that markets rarely make u-turns during...
WHERE INVESTORS AND INVESTMENT MANAGERS HAVE IT WRONG IN 2014 What follows is the "Looking Ahead" portion of my monthly letter to investors at T11. I have created an email list...
SPRINTING SCARED As the persistence of the current bounce becomes apparent, the trembling, crooked fingers of the average asset manager...
THE CURRENT STATE OF THE MARKETS: WHAT HAPPENS ON WALL STREET STAYS ON WALL STREET In the May 11th edition of "Current State," the conclusion after various points of analysis was that the markets were...
SIDEWAYS For all the posturing, conjuring and theater that the markets make available to viewers on a continual basis, this...
THE CURRENT STATE OF THE MARKETS: WHAT IS OBVIOUS IS OBVIOUSLY WRONG In looking over the situation facing investors, at present, it seems we are all faced with a series of relatively...