The ValueTrend Bear-o-meter has moved up one point to read 7/8 on the risk reward scale. This implies that the reward potential on the market currently outweighs risk, on a relative basis. Of course, readers who follow my blog regularly know that risk and reward are simultaneously present on the markets – but there are Read More
The greatest fool
Back in 2015 the Fed started talking of raising rates. Sure enough, they began tightening from 2016 and on. I posted a blog, which can be seen here, to inform you (the good readership) of the positive, not negative, impact of rising rates on the stock market. Its all good… History tells us that my Read More
Ask me anything: Answers
Thanks to those who posted questions for this “Ask me anything” blog. I’ve chosen a few of them that I thought would be of interest to the widest number of readers. Let’s get started. How to buy stocks One reader asked me to write a blog on how we at ValueTrend buy stocks – Read More
The art & science of selling
This blog is taken from my regular client newsletter. If you subscribe to our newsletter, it will be a familiar looking blog because I have duplicated much of the content here. I normally don’t do this, but I thought the topic worthy of ensuring the maximum number of readers get the message. The hardest question Read More
How to lose your money as quickly as possible
As some of you may know, I’m kind of an old dog in this industry. Despite my “young” 56 years of age (ha!) – I started as an Investment Advisor at 28 years of age – in 1990. It’s now been 28 years of industry experience – exactly half of my life! Prior to that, Read More
Best in Show: a new way of trading the Dogs of the Dow strategy
I’ve come up with a new way of refining the Dogs of the Dow stock investing strategy. The Dogs of the Dow strategy has been around for some time. It’s a simple strategy, really. You look at the 30 Dow Industrials stocks on the last trading day of the year, and select the ten stocks which have Read More
Halloween brings with it some scary statistics
Today’s blog includes the commentary from my Tuesday BNN show notes – and I’ve added some charts that support that commentary. FYI, here is the link for the show. Here’s some scary statistics that might horrify you ever more than running out of candy for shell-outs on Halloween night: President Trump’s approval rating Read More
Mark Twain and active management
“Lies, damned lies, and statistics” Mark Twain The SPIVA report provides updated statistics on how active managers are faring against the broad liquid market indices. It’s a good site to look at to bring to check how many managers outperform their index in virtually every developed market. In fact, the report can be Read More
Ask me Anything Answers
Here are the questions, and my responses for last weeks “Ask me Anything” prompter. Natural gas and oil are flat yet stocks are down – why? I had a couple of questions come in regarding the disconnect between nat gas pricing and the producers, and the disconnect between oil prices and the producers. The Read More
Ask me anything
I’m a fan of Sam Harris’ “Waking up” podcast for his insight into science, logic , ethics and reason. He can be a bit controversial in some areas – but he’s not afraid to hit sensitive subjects head-on using a logical approach – whether that approach is painful or not. I don’t always agree with him, Read More