Blog

Category: Positioning

“The bravest are surely those who have the clearest vision of what is before them, glory and danger alike, and yet notwithstanding, go out to meet it.” – Thucydides Welcome to the Great Tranquility ladies and gentlemen.  Now start getting very afraid. As Charlie Bilello (Twitter: @CharlieBilello) noted recently, the S&P 500 hasn’t had a […]

“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. […]

“Between calculated risk and reckless decision-making lies the dividing line between profit and loss.” – Charles Duhigg Anyone else remember how scary the first few weeks of 2016 were? I know – feels like forever ago.  We went from the worst start for stocks in history to what has thus far been a pretty decent […]

“We do not remember days, we remember moments.” – Cesare Pavese I’m a huge fan of LinkedIn.  I’ve used it for years to both reach out to journalists/producers, and also to network with others in the investment management business. Never did I look at it as an investment, purely because stock-picking has been proven time […]

“You will not be punished for your anger, you will be punished by your anger.” – Buddha US stocks just had their worst start to a year in history last week going all the way back to 1928.  The bears have come roaring back.  As investors and traders frantically deal with clients and their own […]