Debunking the 100% Recession Chart

Note to readers — It was either this topic or the fiscal cliff.  Since I have explained for many weeks that we will not be doing any cliff diving, I am choosing to take up the recession chart.  So much misleading commentary, and so little time! This chart is making the rounds, confirmation bias for […]

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Weighing the Week Ahead: Approaching Dangerous Curves?

Crunch time! Our decisions are always important, but this week could be special. I am giving it extra attention and extra work.  I recommend that others do the same.  It is not enough to passively watch the news.  It means preparing for events!  If you do not already have a solid position, you should be […]

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Weighing the Week Ahead: An Early Verdict on Q3 Earnings?

The early returns are in! The reaction to earnings turned negative, and it is easy to spot the turning point.  Google [pending Larry quote] had an accidental early release of their earnings miss.  The goof was the source of non-stop media coverage, and inspired a new twitter participant, @pendinglarry.  My favorite tweets were these, but […]

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Information you need…….and do not get!

Consumers of investment information are getting short shrift. I see three problems: Producers of the big news shows are looking for the dramatic; Journalists (with a few exceptions) have lost the ability to ask the important questions — the ones that would help investors; All media sources have been unduly influenced by email and tweets.  […]

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