Looking at history and the long waves of demographics is a great and fine thing. It can tell you a heck of a lot. It’s frequently the case that history is driven by large, abstract, impersonal forces… more →
Fisher Investments Investing IQwrote 4 days ago: Looking at history and the long waves of demographics is a great and fine thing. It can tell you a h … more →
wrote 1 month ago: It’s an old adage: Investors have short memories. Another: the market discounts the future. Here’s s … more →
wrote 6 months ago: There are few on the planet who’ve studied Star Wars as closely as me. Not sure if I should be proud … more →
wrote 6 months ago: By now, folks have gleaned the Sandy storm won’t have as much economic impact as feared. On the Mond … more →
wrote 10 months ago: “Tail risk” is all the rage today. There are products and prophesies galore on this supposed new top … more →
wrote 10 months ago: Myopia is the mood of the era. (If myopia isn’t an official “mood” yet, let’s make it one. Like mela … more →
wrote 1 year ago: The folks at MarketMinder.com have offered a great and pithy piece analyzing the latest in financial … more →
wrote 1 year ago: One of the new, and more amusing, fears about the modern economy is that productivity gains in robot … more →
wrote 1 year ago: Mark Mills and Julio Ottino’s Op-Ed in the WSJ on Monday, Jan 30, “The Coming Tech-led Boom,” is a m … more →
wrote 1 year ago: Eddie Van Halen recently turned 57. This is not important for investors to know. But in a way, it so … more →
wrote 1 year ago: Jason Zweig’s piece in last weekend’s WSJ is spot on, and important advice: What business has an est … more →
wrote 1 year ago: For a cogent synopsis on the current market environment, check out Fisher Investments’ newest Stock … more →
wrote 1 year ago: Wow! Check these out: Obama Is Looking for Jobs In All the Wrong Places Not Taxes or Deficit, It … more →
wrote 1 year ago: I’ve always believed meteorology has been a good way to think about economic forecasting models. Sim … more →
wrote 1 year ago: Call me Pollyanna, but I’m more sanguine on the global economy than most right now. Here’s a grab ba … more →
wrote 1 year ago: For all the soft economic data of late, and there’s been plenty, it’s particularly interesting to se … more →
wrote 1 year ago: Around my office the last few weeks we’ve joked that—once this debt ceiling drama is finally resolve … more →
wrote 1 year ago: One of the great lessons of investing is that earnings matter. Banal? Trite? Tautological, even? Sur … more →
wrote 1 year ago: Back in April, I highlighted a phenomenon scrambling investors’ minds by the score: people were seei … more →