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Category: Contrary Opinion

Decline, Round 2?

“Don’t avoid extremes, and don’t choose any one extreme. Remain available to both the polarities – that is the art, the secret of balancing.” – Rajneesh Stocks have had one helluva move off the of the lows last year, and there’s growing nervousness around whether another leg lower is coming.  There is no question it […]

Fast Food, Slow Thinking

Investing: “It’s not supposed to be easy. Anyone who finds it easy is stupid.” – Charlie Munger Over the past 2 years, McDonald’s stock is up over 70% while Chipotle’s is down 38%. Was this expected to happen? Not exactly. In July 2015, Chipotle’s stock had advanced 70% over the prior 2 years while McDonald’s […]

“All truth passes through three stages. First, it is ridiculed. Second, it is violently opposed. Third, it is accepted as being self-evident.” – Arthur Schopenhauer The degree to which misinformation is spread and believed is remarkable, a theme I expressed in last week’s writing.  But what is even more incredible is the extent to which […]

“We have met the enemy and he is us.” – Walt Kelly We have entered a dangerous time in history.  A time when the truth changes every day. The amount of misinformation being spread daily is nothing short of remarkable.  It seems like everything is “fake news” now independent of who is reporting it.  Rather […]

“Populist promises to reverse every tough decision are nothing but empty rhetoric, irresponsible leadership, and bad politics. They are not the solution to Ireland’s problems.” – Enda Kenny Never have I ever seen so much conviction over how the future will play out under President-elect Trump (“massive bull market ahead!”). Well, actually that’s not true. […]