At The Money: Contrarian Investing
At The Money: Contrarian Investing. (January 3, 2024) Is contrarian investing a solid strategy, or a fool’s errand?...
Change Your Perspective
The relevance of perspective to investing is self-evident. When confronted by a problem or challenge, it is useful to change your...
Inflation Expectations Are Useless
Jerome Powell and the Federal Reserve spend a lot of time worrying about Inflation Expectations. They shouldn’t. Generally,...
Big Moves: Bears & Bottoms
Yesterday’s explosive move higher was exactly the sort of thing traders should have been anticipating. As I wrote last month...
7th Inning Stretch
“Are we there yet?” is not just a line from the kids in the back of the car — it’s the question that investors,...
The Cure For High Prices
Barry Ritholtz, Bloomberg Columnist and Ritholtz Wealth Management Chairman and CIO, says the cure for high prices is high prices. He...
Selection Bias, Magazine Cover edition
“Magazine covers, especially the Economist, are wonderful contrary indicators.” –@Trendsandtailrisks...
Contrarian Take: Covid Vaccine & the End of Anti-Vaxxers
The modern Anti-Vaxxer movement of recent years traces its origins to a paper published in The Lancet in 1998 by (then Dr.)...
Art Laffer Auditions for the Fed
@TBPInvictus here. With Herman Cain and Stephen Moore apparently on life support for Fed slots, looks like Art Laffer is stepping up his...
What Market Signals Are in Magazine Covers?
That Magazine Cover Doesn’t Make Apple Shares a ‘Sell’ The value of the signal here is just about zero. Bloomberg,...