3 Trends to Track in the Coming Year, Part II

December 28, 2006 - With the New Year on the horizon, in many global markets around the world, there will be choppy trading on low daily volume as many people take a break for the new year. Also, you may see abnormal peaks and dips in some stocks as institutions seize the low daily volume … Continue reading 3 Trends to Track in the Coming Year, Part II

Three Trends to Track into the New Year

December 27, 2006 -Yes, I know I said you wouldn't hear from me until the New Year, but here are three graphs that merit close attention so figured I might as well post an interim blog. With the Nasdaq Composite Bullish Percent Index, note that the 13 day SMA has just crossed the 20 day … Continue reading Three Trends to Track into the New Year

Perception Can Overrule Reality in Driving Behavior, but Reality Will Overrule Perceptions in Driving Outcomes

December 21, 2006- In our casual Friday blog entry, the last for this year, let’s explore what investors can learn from the AI trade to the Denver Nuggets. AI, or the Answer, has always been one of my favorite NBA players. It’s funny, because there seems to be two camps of thought surrounding the Answer. … Continue reading Perception Can Overrule Reality in Driving Behavior, but Reality Will Overrule Perceptions in Driving Outcomes

Iran Presents More Trouble on the Horizon for the U.S. Dollar

December 21, 2006 - I had been hearing rumors for a long time, since last March, that Iran was getting ready to trade oil in Euros. And since then, I've been following this situation very closely. Recently from the Tehran press there has been a flurry of rumors regarding the sale of Iranian oil in … Continue reading Iran Presents More Trouble on the Horizon for the U.S. Dollar

Internet Protocol Version 6 Will Provide Investment Opportunities

December 19, 2006 - Vision is more important than minutiae in discovering stocks that will soar. Let’s consider one of the biggest changes on the technology horizon of the next decade (and already in play in Asia) that many people outside of the technology industry are not even aware of. What is it? Internet Protocol … Continue reading Internet Protocol Version 6 Will Provide Investment Opportunities

Answer Gone Fishing Until 2007

December 18, 2006 - It's that time of the year when holidays are upon us, which translates into toy shortages and unpredictable market behavior in individual stocks. Because so many people take time off from work during the holidays, every holiday season, daily trading volume versus the average three-month daily trading volume for most stocks … Continue reading Answer Gone Fishing Until 2007

The True Determinants of Portfolio Returns Have Nothing to do with Asset Allocation

December 18, 2006 - Almost every single person that has ever been managed by a large global investment firm has seen the below chart. It’s called Determinants of Portfolio Performance, but I’ve renamed it Determinants of a Financial Consultant’s Asset Gathering Success, because such a title is far more accurate. Financial consultants tell you that … Continue reading The True Determinants of Portfolio Returns Have Nothing to do with Asset Allocation

Free Markets & Free Trade = Controlled Markets & Controlled Trade

December 17, 2006 - This past week, U.S. Secretary of Treasury Henry Paulson was in China, urging the government to let market forces determine the direction of the Yuan. U.S. Federal Reserve Chairman Ben Bernanke has also gone on record as urging the Chinese to let the Yuan rise from its current levels. The obvious … Continue reading Free Markets & Free Trade = Controlled Markets & Controlled Trade

Claim Your Refund from the Highway Robbery Tax Levied by Banks

December 15, 2006 - Today, as an added bonus, our casual Friday blog should have a lot of utility to you. Most people are aware that banks employ high-tech security measure to prevent thieves from being able to raid their bank vaults or even commit simpler acts of robbery. What most people don’t know is … Continue reading Claim Your Refund from the Highway Robbery Tax Levied by Banks

Commodities and Asians: Apparently, We All Look Alike.

December 13, 2006- I remember a King of the Hill Episode (an American TV show) where the main character asks his Laotian neighbor, “Are you Japanese or Chinese?” The neighbor answers, “Laotian”, to which the Caucasian character immediately replies, “So. Are you Japanese or Chinese?” As I’m recalling this from memory, that might not be … Continue reading Commodities and Asians: Apparently, We All Look Alike.