Tag Archives: insurance

Did your strategist predict this market? Get a new strategist!

Below is a commentary I published on March 8th. Like Warren Buffet, I was especially worried about the bond market. During the months before I posted the article, huge inflows into fixed income funds took place. Suddenly investors began selling … Continue reading

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Stay in Equities? Would you drive off a cliff?

It’s time again to send up a warning flare. Markets haven’t really responded to warnings from Warren Buffet about bonds, and quotes like the following are becoming more abundant: “Stay invested in equities. The break to all-time new highs in … Continue reading

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Out with the Treasuries, in with Corporates!!!

Is it time to gravitate towards U.S. corporate bonds and get out from the behind the sanctuary of treasuries? Many argue that the recent drift upwards of the benchmark 10-year treasury yield is a blip. Others believe that it is … Continue reading

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Will demographics worsen the debt crisis?

In prior postings, I’ve illustrated that a by-product of the financial mayhem in recent years has been shrinking employment in the financial services sector.  It got me thinking – perhaps there’s more to it than just the single volcanic-like eruption ignited by the … Continue reading

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Banks bounce back? Of course!

Taking time out to “Reflect” really does work:  And as usual, it doesn’t pay to believe what you read.  Less than a month (maybe a day?) ago everyone was worried about bank earnings (inspiring me to buy some banks) and abracadabra….today no … Continue reading

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Time to buy resource stocks again?

Resources to start Rockin’ Again? I think so. A year or two before the resources fund I launched (long gone now) would start a steady climb towards the #1 spot in those performance charts, the mood was just like it … Continue reading

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Time to Buy? Stocks, Commodities & Television.

I was inspired this morning watching a business television interview.  A fund manager was suggesting that it’s probably a good idea to sell stocks and sit on some Treasury Bills or other cash equivalent.  Isn’t this exactly what I’ve said?  … Continue reading

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