Dear Clients, After a strong month in April and a positive start to May, the market seems to be running into a little trouble at the moment. Not that we should be the least bit concerned with a couple of days of downside action, or, for that matter, a few months or even a year [...]

Dear Clients, Last week I passionately expressed my concern over why the concept of a win fall profits tax, on anything, is a very bad idea. Apparently that commentary got your attention. I received some interesting comments – everything from concern over my blood pressure, to rousing applause, to how dare I use my commentary [...]

The following is an excerpt from Making Lemonade where I featured a short essay I had written back in May 2004 on what I saw as the then risk of the bond market. Every so often I’ll pull from the archives to prove that point I’m so fond of making: That the economy and the [...]

If I’m anything, I’d like to think I’m consistent (you might say redundant), however in this instance I feel I must retract the following statement I made in my July 14 commentary: “In this advisor’s opinion, excepting perhaps a little entertainment value, the popular financial media (the forecasters’ forum) is an unmitigated waste of time [...]

“The dollar is going to die a painful death as our foreign lenders (mainly China) decide they’re no longer comfortable holding our debt and unload their trillions worth of treasury bonds. Our cascading currency will send our economy into a tail spin, the likes of which we’ve never seen (at least not since the Great [...]

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