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Ask me anything answers: Part 1

Wow! Once again-  great to see so many questions come through for these semi-regular “Ask me Anything” blogs. AMA for […]

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Ask me anything!

Its been a while, but I am happy to announce that our most popular blog topic, “Ask me anything”, is […]

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Bear-o-meter moves from strongly bearish to bearish-neutral

On February 14th, I posted my usual monthly Bear-0-meter risk/reward measurement. It had moved decisively into “High risk” territory, and […]

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Thoughts of the day

The S&P 500 (SPX) is looking a little precarious of late. It has not met my 3+ day rule of […]

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Sell on rumor, buy on news

How did you feel when you heard the official news of Russia invading the Ukraine yesterday? Did you feel ill? […]

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The most important thing

With Russia moving towards a potential war, I thought I would quote Howard Marks in the title of this blog. […]

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Time to buy tech and sell commodities?

I’ve noted in these blogs over the past year that the day of reckoning would come for the high growth […]

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DUMB MONEY IS BEARISH, WHICH IS BULLISH. CONFUSED YET?

As many of you know, I recently published a book on contrarian investing called Smart Money, Dumb Money. The essence […]

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Trucker trading

I will start this blog by stating that today’s writeup, while absolutely pertinent to the Canadian stock market and economy, […]

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You can’t fix stupid. But you can profit by it!

Hall of Fame Ignorance & Stupidity Awards “Subprime is contained” – Ben Bernanke, February 2007 “I will hurt the shorts, and […]

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