Last week I received an email invitation to an on-line conference where, among other things, the presenter will divulge “the exact path the economy is going to take as predicted by centuries of studying patterns.” I’m assuming, unless the dude’s a vampire, that he meant to say “studying centuries of patterns.” Yet even that would [...]

“Reality is merely an illusion, albeit a very persistent one” Albert Einstein I tell ya, in today’s bipolar world, you just don’t know what to think – or that’s what we say anyway. The fact is, we’re going to think whatever suits our personal or political fancies, all the while fooling ourselves into believing we’re [...]

Frustrated that your portfolio’s not back to its October 2007 peak? Doubting the old conventional buy and hold wisdom? Well folks, I’ve discovered the answer (you can now forget about all that asset allocation and rebalancing garbage I’ve been preaching for so long). I literally spent every afternoon last week watching CNBC and I’ve come [...]

When was the last time you called a tech helpline and spoke with an individual who you weren’t convinced was maybe mid-way through his ESL (English as a Seventh Language) course? Put together your own blog site in mid-October and expect to be stalled for a few days while the techs your consultant hired celebrate [...]

Once every blue moon someone will ask why we don’t time the stock market. My pat reply is always “I’m afraid we’d totally screw up and get it right the very first time”. Seriously, the worst thing that could happen would be to sell right at the peak – or buy right at the trough [...]

Sectors Outlook In spite of this politically fine mess we find ourselves in, when we look at the market, sector by sector, things don’t appear to be all that bad. The following by the way is no prediction, just my commentary on the major sectors and their prospects going forward. Your portfolio’s overall allocation (stocks [...]