Blog Stats
- 86,980 hits
Click on image to buy book at ChaptersIndigo online.
Review
"This book is like Mal - who is a rider, a rocker and a rebel. He doesn't just think outside the box - he drags it behind his Harley on a cross-continent adventure and then runs over it a few times for good measure. The Bay and Wall Street guys are gonna hate it - Main Streeters should embrace it. One ton of fun!" BJ Del Conte Chase Producer, BNN - Business News Network Business Producer/Anchor - CP24-
Join 334 other subscribers
Linkedin
Send me a message!
info@maverickinvestors.com-
Recent Posts
Resources Rock (2004)
My Twitter Account
Categories
Archives
- August 2021
- February 2021
- January 2021
- December 2020
- August 2020
- July 2020
- June 2020
- May 2020
- April 2020
- March 2020
- February 2020
- January 2020
- August 2016
- January 2015
- August 2014
- March 2014
- February 2014
- January 2014
- August 2013
- July 2013
- June 2013
- May 2013
- April 2013
- March 2013
- February 2013
- January 2013
- December 2012
- November 2012
- October 2012
- September 2012
- August 2012
- July 2012
- June 2012
- May 2012
- April 2012
- March 2012
- February 2012
- January 2012
- December 2011
- November 2011
- October 2011
- September 2011
- August 2011
- July 2011
- June 2011
- May 2011
- April 2011
- March 2011
- February 2011
Important Links
Tag Archives: economic
Why I sold half of everything!
I realize that I haven’t published in a very long time (although I’ve done a few articles in the recent past on seekingalpha.com). There hasn’t really been much to talk about. Global government stimulus has heretofore put a floor on … Continue reading
The roller-coaster stock market.
The market continues to behave like a roller-coaster. But will this ride ever end? In the past, the ups and downs of stock prices have always mirrored the ups and downs in earnings, but this relationship seems to have broken … Continue reading
Posted in markets, Random Thoughts
Tagged bearish, earnings, economic, indicators, Indices, maverickinvestors, stock market, technology
Leave a comment
Optimism markets will rebound fast is just wrong!
Apparently Goldman strategists expect profits for companies in the S&P 500 will decline 33% this year, and rebound 55% next year. It implies a V-shaped recovery. Let’s forget that 2021 is a long way off and that their guess is … Continue reading
Posted in markets, Random Thoughts
Tagged bearish, bond market, crash, economic, economy, housing market, interest rates, markets, maverickinvestors, S&P 500, spooner, stock market
Leave a comment
It’s Another Credit Crisis!
The recession (we’re undoubtedly in already) is not the worst of our woes. It’s unlikely the FED would have taken such drastic measures because of the coronavirus or even the prospect of recession. I’ve mentioned in previous articles that corporate … Continue reading
Lessons Learned from the Great Recession!
The following is a quote from the book I wrote as I rode my Harley across the heartland of America, contemplating the lessons I learned over 30 years as a money manager: “I picked two headlines published on June 30, … Continue reading
First a correction; and then another banner year for stock markets!
It shouldn’t be surprising that the current ‘mood’ just oozes caution. The market is kind of like the bear (I met one face-to-face in Alaska many moons ago while fishing in ‘his‘ creek) – at one moment the bear seems content and … Continue reading
Posted in Random Thoughts
Tagged 500, adams, assets, bond, bonds, bubble, china, commodity, discount, earnings, economic, estimate, expectations, fair, gina, gold, Index, inflation, interest rates, investors, ISM, mal, malvinspooner, market, martin, maverick, maverickinvestors.com, momentum, optimism, overvalued, P/E, premium, price to value ratio, Price/Earnings, prices, ratio, revisions, risky, s&p, S&P500, spooner, stock, tapering, undervalued, value, yield
8 Comments
China? No need for worry in the year of the snake!
It’s the year of the snake, which seems appropriate since everyone is worried about the slowing of the Chinese economy. In previous posts, I’ve described why the economic course of action China has adopted is brilliant – the country’s only … Continue reading
Posted in Random Thoughts
Tagged asset, BofA Merrill, china, class, confidence, country, direct, economic, economy, foreign, fund, growth, hedge, investment, investor, mal, malvin, managers, maverick, maverickinvestors, money, policy, security, sentiment, slowed, slowing, spooner, survey, U.S.$, US$
Leave a comment
China’s Catch-22
I considered the title “bad news is good news” but it seems the phrase ‘Catch-22’ from Joseph Heller’s book is more appropriate. A dictionary describes it as “a problematic situation for which the only solution is denied by a circumstance … Continue reading
Posted in Random Thoughts
Tagged appreciate, Bank of America, bull, china, Chinese, Citibank, composite, credit, currency, DAP, debt, depreciate, economic, economy, exchange, expansion, exports, fertilizer, financing, goldman, greenback, growth, interest, investors, liquidity, loan, mal, malvin, market, maverick, maverickinvestors.com, money, Morgan, nitrogen, nomura, people's bank, rates, remnimbi, RMB, shanghai, spooner, treasuries, trillion, U.S.$, urea
1 Comment
Stocks & Bonds…the next 100 years.
Trying to determine investment strategy hinges on a seemingly impossible exercize. Namely, predicting what the world will be like. The most important metrics are interest rates and real rates of return for the more critical asset class alternatives. Despite our … Continue reading
Posted in Random Thoughts
Tagged 21st, 500, allianz, allocation, allocators, analysts, asset, behavioral, bonds, century, class, economic, economy, equations, equities, europe, fixed, forecast, france, Germany, global, growth, income, italy, Japan, long-term, malvin, malvinspooner, managers, markets, math, maverickinvestors.com, mix, models, outlook, portfolio, premium, quantitative, rates, real, return, risk, s&p, S&P500, short-term, spooner, stocks, Switzerland, treasury, U.S.$, US$, volatility, wizards, World
2 Comments