Top Trading Links: Putting The Markets In Perspective
It’s a critical time for market participants to keep an open mind. That aphorism is sage advice, to an extent. When trades and markets...
Non-Correlated Market Musings: The Old Man Edition (Vol. 4)
Mis-perspectives
Wrong
I wish to be misunderstood
that is
to be understood from your perspective
-- Bill Knott
I'm reminded of Bill Knott's little poem every time I'm informed by...
Top Trading Links: Super Sized Research For Active Investors
It’s become clear that the global easing environment has reached the next stage as major investors in the east are now panicking about not...
Investors: Sometimes Doing Less Is More
Managing expectations and emotions with investing is probably one of the hardest things to do on a consistent basis. Let’s face it – in...
Doubling Down On Risk: Why Investors Should Watch Their Reach
In August of 2007 we had one of the first truly large market dislocations that preceded the financial crisis. All at once, a large...
4 Core Beliefs That Define My Trading “Edge”
A while back I was honored to write a post for the "Market Masters" series on See It Market. But today marks my first official post...
Top Trading Links: Earnings, Geopolitics, And A Heavy Dose Of Research
Three major themes this week in the market are earnings season, Charlie Munger and the inflation trade and related debates. We'll cover these and...
Top Trading Links: The Current State Of The Market
It was an amazing week in the markets. The market continues to punish the bad habits of Fed watchers and everyone who doesn’t follow...
Top Trading Links: The Fed, Best Practices, And Embracing Uncertainty
Well, we’ve gotten our correction. Talk of rising rates and the US Dollar Index reaching the 100 level has grabbed everyone's attention. Breadth still...
Understanding The Uncertainty Of Our Market Predictions
Most of us who are involved in and write about the financial markets look to the future. Yes, there is a place for theory,...
