Posts
November 4, 2016

You’re Crazy If You Think Investing In Equities Today Will ‘Reduce Risk’

Here in Oregon we have a measure on the ballot which would allow public universities…
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Posts
October 24, 2016

A Real Conversation About The Markets

I don't watch financial television. Aside from an occasionally¬†useful contrarian indicator I just don't find…
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Posts
August 24, 2016

Why Intellectual Performance Chasing Is Just As Dangerous To Your Wealth

I regularly read and share number of¬†opinions from a wide variety of sources on twitter…
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Posts
August 19, 2016

Dow Theory Throws Up A Warning Flag

A version of this post first appeared at The Felder Report PREMIUM. While investors celebrate…
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Posts
June 13, 2016

Talking Macro Risks With The Investors Podcast

Preston and Stig over at The Investors Podcast were kind enough to invite me on…
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Posts
June 6, 2016

Using The ‘Fed Model’ To Buy Stocks Has Never Been More Dangerous

Many investors are pointing to low interest rates today as a way to justify soaring…
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Posts
April 27, 2016

‘The Media Follows Mood’

My friend, Peter Atwater, likes to say, "media follows mood." Well, here's a terrific example:…
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Posts
April 15, 2016

Is America Insolvent? Are You An Idiot For Even Asking?

The latest issue of Time magazine is causing quite the to do. It leads with…
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