Tag Archives: timing

Beware a German Bund Fight!

Posted on July 15, 2012 by Mal Spooner

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 asset, bank, bill gross, bonds, bubble, bund, bunds, cfa, companies, coupon, crisis, debt, decline, deposits, dover, EFT, europe's, expecting, friday the 13th, fund, German, gold, government, indicator, interest, investment, investors, linkedin, malvin, markets, maverick, maverickinvestors.com, opportunities, options, pimco, port, predicted, price, rate, rates, return, sector, securities, spooner, technical, timing, U.K., US$, yield | 1 Comment

Encana: it’s a gas! Good Management 101

Posted on October 17, 2011 by Mal Spooner

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 →

Posted in Random Thoughts | Tagged acquisitions, Administration, analyst, apple, Asia, Board, capital, communications, companies, consumption, crystallize, decisions, Directors, ECA, economic, EIA, energy, enterprise, focus, gas, group, growth, in, Information, investment, investors, iPad, liquid, LNG, mal, management, maverick, motion, natural, production, Quatar, research, RIMM, secure, shale, shareholders, spending, spooner, stakeholders, technology, think, timing, U.S.$, value | Leave a comment

Road to rebound: What goes down must come up?

Posted on June 14, 2011 by Mal Spooner

Through the Valley (New Hampshire) What goes down must come up? I spend considerable time in my new book explaining that markets always recover. The cynics argue it’s impossible to get the timing right, so why bother trying. I’ve been … Continue reading →