Most investors assume that the only thing that matters is whether they’re right or wrong...[but] being right or wrong all the time is more about ego than making money. Risk only matters when there are consequences attached to your actions. To understand true risk, investors need to ask themselves: “What are the consequences if I am right or wrong?” Word count: 674
Read More »Keep Your Politics & Your Investments Separate – Here’s Why
Market-related predictions have become a quadrennial tradition, but that doesn't mean that they're worth the ink that's spilled on them. In terms of broader trends, politics in general - and elections in particular - have minimal predictive value with respect to subsequent market (and economic) activity. Nonetheless, we'll take some time to consider what both the historical - and the more recent data might be telling us about this year's election. Word count: 787
Read More »Value Investing Has Benefits BUT…
Value investing sounds easy enough until you try it in practice and realize that cheap securities can always get cheaper and the market is not always accommodating in how and when it recognizes value over time. It’s the old line that value investing is simple, but never easy.
Read More »Bonds May Not Provide Portfolio Diversification Investors Usually Rely On – Here’s Why
While it is unclear what impact the next few interest rate hikes will have on the real economy the long term impact is a different story. A more active Fed may have an enormous impact on how investors build portfolios, a development we contemplate in this article.
Read More »Presidential Election Watch: Possible Impact On Markets
The outcome of the upcoming presidential election can impact the markets and this article outlines investor sentiment and what many investment managers are doing in preparation for the election results.
Read More »Gold vs. Stocks/Bonds: A Great Collapse or A Grand Ascension?
The S&P 500, Treasury Bonds, and the U.S. Dollar Index look like candidates for the Great Collapse while gold, silver, and their stocks look like candidates for the Grand Ascension. This article explains why that is the case with supporting charts.
Read More »Read This Article Before Trying To Time the Market
The greatest risk in the market cannot even be found "in the market." Instead, our greatest risk is an internal one that resides in our hearts and minds, knowing when to buy and sell, when to hold 'em and when to fold 'em. Today, we'll look at those internal risks and how they affect your investing.
Read More »A Must Read! The Many Ways to Invest In Gold and the Pros & Cons of Each (+2K Views)
I’m actually short gold as a short-term tactical trade given that the Federal Reserve itching to raise rates and inflation is still very muted but, if you insist on owning gold, here's a look at 5 ways to own gold and why you might choose one way over another.
Read More »Top Silver Stocks for 2016: September Update
Right before the start of the year, I wrote an article outlining my top 5 overall silver stock picks for 2016. I may not be as bullish on these picks as I was back in December 2015 so here's an update including the performance of my picks and my current recommendations.
Read More »Crude Oil: Will It Collapse Into the $30s – or Soar to $70 – 90? 5 Points of Views (+2K Views)
Below are 5 different takes on what we can expect to see for WTI crude oil prices from a fundamental perspective and from a technical perspective. The range is considerable - from as low as the $30s to Fibonacci projections as high as $93. Who's right? You be the judge.
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