Tag Archives: German

Beware a German Bund Fight!

I’d like to revisit a recurring phenomenon – and a reliable contrarian indicator – that befuddles the logical mind yet regularly creates investment opportunities. I’m inspired (again) by this comment I received from a fellow investment professional: “I have read … Continue reading

Posted in Random Thoughts | Tagged , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , | 1 Comment

Ride the Kentucky Bourbon Trail – Investment Research?

I have friends who take great pleasure in discussing the latest wine releases, and some who have built temperature and humidity-controlled rooms in their homes to store hundreds of bottles of wine they’ve collected. More surprising, I recently read that … Continue reading

Posted in Random Thoughts | Tagged , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , | 2 Comments