LB and I caught up with the funds management crew at RED the other day and were able to attend one of their client briefings. They were kind enough to allow me to copy their slide deck. The take home points for me. 1. Equities have positive momentum. 2. The great unknown at present is…
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Apparently that time of the year when turkeys are nervous is approaching in the US. I saw the chart below doing the rounds on the google box with a big of digging I found that it is apparently from WSJ So I decided to look a bit harder at stock seasonality and generated…
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It has been sometime since I looked at the comparative performance of various markets. I have taken these markets back to a nominal starting date of 13/03/09 which could be considered the date markets reversed after the GFC.
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I am a fan of Scott Adams both through Dilbert his alter ego and through his blog. In some ways this ties into my pearlier piece on How Will You Die. But this is very raw and very personal.
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More here – 8 Subconscious Mistakes Our Brain Makes Everyday
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