An Evening with General Douglas Fraser
I never cease to be amazed by the intelligence provided me by the US Defense Department, which after the CIA, has the world’s most impressive...
Category : Editor’s Picks
Dispersion and Stock-pickers’ Markets
“[W]hat does it mean to say that a particular index (or portfolio) is diversified? Or more diversified than another, or more now than it was...
The Real Estate Market in 2030
A number of analysts, and even some of those in the real estate industry, thought that there would never be a recovery in residential real...
Industries You Will Never Hear From Me About
The focus of this letter is to show people how to make money through investing in fast growing, highly profitable companies which have stiff, long...
Peter F. Drucker on Management
If you have been living in a cave for the last 74 years and missed the work of management guru, Peter F. Drucker, here is...
Preliminary Sign of a Coming Contraction
Enjoy this Christmas because next year Christmas may not be as Merry… As real GDP nears the effective demand limit, we should see some signs...
Will Stocks Suffer a ‘Pop and Drop’ or Rally into the New Year?
Did stocks rally too far too fast, or can they continue their pace and rally into the New Year? The Dow Jones chart may hold...
Alasdair Macleod: Tapering – Join the Dots & End Up with ZIRP
The Fed showed through its FOMC statement Wednesday it has little control over events, something that should dawn on markets in the coming days. The...
The Rally No One Saw Coming
I was honored to be included again in Business Insider‘s quarterly review of important charts. My contribution is below, and you should click through for...
A Different View of the US
My mother lives in Pakistan, my daughter in Greece, and I have a ski chalet in in Peru. What’s more, I have strategy luncheons planned...