Investing

The chaos that will arise as trillions of dollars, yen, yuan and euros, etc. try to crowd through the fire exits as the asset bubbles pop will be monumental, and the...spikes in small asset class prices as the hot money floods in will be equally monumental. Word count: 348

One of the most dangerous places to be as an investor is when you’re the smartest person in the room and don't have a heavy dose of humility. That can get you into trouble because it can lead to overconfidence which can lead to overthinking which can be a deadly combination when managing money. Intelligence becomes wisdom with the recognition that no matter how certain you are in your market views, no one really knows how things will play out. This is why it’s so important to fight to...

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

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

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.

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.

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.

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.

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.

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.