Monthly Archives: October 2011

Wanna be a Portfolio Manager? Forget the ‘walk’ and learn the ‘talk’!

Portfolio managers become very adept at covering their everyday-idiot side and at a moment’s notice switching on their learned-professional alter ego. Like the Two Face character from Batman comics, it’s often difficult to determine who it is you’re actually talking … Continue reading

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What every investment advisor WISHES he could say to clients!

If you don’t have a sense of humour, you should not be in the investment business.  I created the following video purely for your enjoyment.  You might be the investment advisor, or you might be the client, but in either … Continue reading

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Time to buy base metals says expert!

Okay perhaps not such an ‘expert’ but I do believe it’s time we let Europe deal with its own financial woes and begin making sensible bets again. The global economy is chugging along (with a broadly based earnings recovery in … Continue reading

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China growth slowing? Let’s get some perspective!

Tired of headlines warning that slowing growth in China’s economy will be devastating for markets and the global economy?  Me too!  So I put a (very) little effort into trying to keep some perspective on occasion.  Although data from 30 … Continue reading

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Great News! The consumer is miserable and shopping!

On August 31st, when we learned that consumer confidence had plummeted to rock bottom levels, I said (in the posting Consumer – lower confidence is GOOD news!): “What’s important, is that optimism concerning stock markets is far more warranted when … Continue reading

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Encana: it’s a gas! Good Management 101

Encana has been under fire from the investment community for some time now. In the past I’ve been critical of the pressure public companies have to suffer nowadays (see past posts on short selling, a short term obsession with ‘growth‘ … Continue reading

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Your future: Work hard & earn less!

Unemployment is the dominant issue of the new millenium. I recall government leaders boasting that economic growth without job creation is simply the byproduct of rapid productivity growth…thanks to quantum leaps in technological innovation “we” get more for less. Indeed … Continue reading

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