Monthly Archives: January 2013

Gurus cannot time markets? I’ll tell you who can!

Posted on January 25, 2013 by Mal Spooner

Studies examining former market calls (like checking the rear view mirror) of experts suggest that the ability of ‘gurus’ to predict markets is less than 50%. Slightly worse than flipping a coin. In my book I pick on a couple of very … Continue reading →

Posted in Random Thoughts | Tagged assets, bearish, bloomberg, BNN, bonds, box, bullish, china, cnbc, corporate, crisis, cycle, economy, fed, fiscal, forecasts, growth, guru, gurus, investors, malvin, malvinspooner, managers, markets, maverick, maverickinvestors.com, money, popular, popularity, predict, predictions, recovery, resource, S&P 500, spanish, spooner, squawk, stimulate, treasuries, unemployment, US$, yields | 1 Comment

RIM – stock-picking shame and salvation!

Posted on January 22, 2013 by Mal Spooner

Finally RIM is getting some respect. Today ScotiaCapital upgraded the stock to a sector outperform rating: “In our view RIM does not need to deliver the best selling smartphone in order to deliver an upside EPS surprise. And we believe … Continue reading →

Posted in Random Thoughts | Tagged analyst, analysts, apple, BB10, buy, cellphones, contest, contrarian, demand, finance, globe, investments, investors, launch, malvin, malvinspooner, managers, maverick, maverickinvestors.com, mobile, patents, perkinelmer, portfolio, product, research in motion, returns, rim, RIMM, S&P500, Samsung, scotiacapital, sell, shares, short-sellers, smartphone, spooner, stock, subscribers | 1 Comment

Explaining the January Effect (small companies outperform)!

Posted on January 12, 2013 by Mal Spooner

A perplexing phenomenon for money managers and academics alike is the so-called “January effect.” Also known as the small-cap effect it generally refers to the fact that January tends to be a pretty good month for the stocks of smaller … Continue reading →

Posted in Random Thoughts | Tagged anomalies, anomaly, birth, cap, companies, effect, financial, insitutional, investment, investors, january, large, mal, malvin, maverick, maverickinvestors.com, micro, outperformance, performace, prices, rates, retail, small, spooner, stock, stocks | 3 Comments

Why the price of gold skyrocketed and why it’s over!

Posted on January 8, 2013 by Mal Spooner

Everyone is fascinated by the yellow metal. I’ve been to exploration sites as far north as Nunavut (by the Arctic Ocean) and south to operating mines in Chile. But determining what it’s worth remains a conundrum to all of us. The price … Continue reading →