market cycles

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It’s the end of the world as we know it. And I feel fine.

Rock band REM sang a truly great song called “It’s the end of the world (as we know it)”. Many […]

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Have you seen the VIX?

The VIX (often called the “fear index”) has moved from the status of being suppressed for most of last year […]

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How quickly we forget

Humans are myopic by nature. Market participants move in tandem through waves of cautious optimism, to irrational  buying exuberance,  to […]

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Take advantage of sector rotation and tax policy changes

As you know, materialized capital gains must be claimed, and losses, if any, can be materialized to offset claimable capital […]

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Where will gold go from here?

  Above is a chart of gold that I’ve kept on my screens for a while. The triangle breakout that […]

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Comfortably numb

Eric Parnell, a US Portfolio Manager, wrote an interesting article in Seeking Alpha recently. Here is the link to his […]

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Today’s hero becomes tomorrows zero.

I’ve referred to the market over the past few years as a “stealth” market. That is, one that sees money […]

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Oil update

I noted a while back that I went long oil. Here is my closing paragraph on the blog- which outlined […]

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Full of bull

  Despite any neartermed clear and present danger (thank you, Harrison Ford) that I’ve covered in this blog of late, I […]

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Healthcare—still stuck in no man’s land

I get questions about healthcare on my BNN shows and on this blog. Is the sector due to rally? The […]

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