Tag Archives: trading

Don’t be fooled by Friday Short-Squeezes

You may have noticed that each Friday over the past couple of weeks we get a bit of strength in stock markets especially in the morning. I learned over many years never to buy stocks (or ETF’s) on Fridays because … Continue reading

Posted in Random Thoughts, stocks | Tagged , , , | Leave a comment

You buy Shopify; I’ll buy Methanex

Okay, which of these two charts do you like best?  I’m thinking it’s no contest right? You want the Shopify?  I’m not at all surprised.  But charts like theirs scare me.  Valuations like theirs frustrate me (300X annualized earnings).  The … Continue reading

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

The ‘bonds’ are back in town? Don’t be fooled!

Back on June 4th, in my commentary suggesting Yogi Berra (“When you come to a fork in the road, take it!”) would make a great investment strategist I thought at the time we were indeed at a fork in the … Continue reading

Posted in Random Thoughts | Tagged , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , | Leave a comment

Ready to take on some investment risk? Instead ‘do the opposite!’

For decades I taught younger portfolio managers and trading professionals that the best investment strategy is always to “Do the Opposite.” Virtually every summer this would mean buying while others are selling and bids are few and far between; most … Continue reading

Posted in Random Thoughts | Tagged , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , | 5 Comments

Got the CFA blues?

I made this video purely for your entertainment. Turn on the volume and enjoy. Perhaps you get an occasional bout of the CFA blues nowadays too? If the video isn’t working for you, scroll below the video for a Youtube … Continue reading

Posted in Random Thoughts | Tagged , , , , , , , , , , , , , , , , , , , , , , , | Leave a comment

Your future: Work hard & earn less!

Unemployment is the dominant issue of the new millenium. I recall government leaders boasting that economic growth without job creation is simply the byproduct of rapid productivity growth…thanks to quantum leaps in technological innovation “we” get more for less. Indeed … Continue reading

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