Ride the Wave

Posted on Saturday, March 19th, 2016

So much has happened and so much to talk about. We could talk about the seemingly globally coordinated easing from central banks around the globe. Central banks easing policy in the last two weeks have included Norway, Sweden, the Bank Of Japan (BOJ), the European Central Bank (ECB), the Chinese central bank and of course… read more.

Warren Buffett’s Favorite Metric

Posted on Saturday, March 5th, 2016

Warren Buffett’s favorite metric for the market over the years has been the Ratio of US Market Capitalization to United States GDP. Here is a copy of it below from Ned Davis Research. Ned Davis Research is one of the best independent research outfits in the business and I have followed their insights for over… read more.

30 Second Timeout

Posted on Sunday, February 21st, 2016

Investors are breathing a sigh of relief as the S&P 500 has bounced 5.9% off the lows of 2016. It was almost as if a starter’s gun was fired the morning after New Year’s 2016 and investors have been racing ever since. Now, investors have been granted a 30 second timeout to catch their collective… read more.