Applying The Lessons From 2015

[This post originally appeared on Seeking Alpha last week.  I enjoy a wide following there, and I appreciate the opportunity to participate in their annual series.  As I note at the beginning of the interview, this is a very valuable resource.  I share the interview with readers of “A Dash” with the permission of Seeking […]

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Weighing the Week Ahead: Time for the “January Effect”?

The pros are back from vacation and ready for a new year of punditry! While there is a normal flow of news and a full trading week, I expect the financial media to focus on the New Year. That means an emphasis on slogans and seasonality. Trader lore views January as including special predictive powers: […]

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2013 in Review: Best of the “Silver Bullet” Awards

Regular readers of my WTWA series know that I occasionally give the Silver Bullet Award.  This recognizes writers who take it upon themselves to debunk dangerously misleading financial analysis. Their often thankless work reminds me of the Lone Ranger, whose adventures often upheld the notion that "…that all things change but truth, and that truth […]

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The 2011 Bespoke Roundtable

Bespoke Investment Group, a popular and valued source of investment research, has once again conducted a virtual roundtable featuring financial bloggers.  This is the second year for this great idea, and I appreciate the opportunity to participate. They did a wonderful job, starting with an interesting list of questions.    I am enjoying reading the answers […]

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New Year’s Resolution: Understand that Action Requires Confidence

Most individual investors make a major mistake: Looking for a "hot hand."  They spend a lot of time and money chasing last year’s (or last month’s!) performance.  Quite frankly, this is also the attitude of many top Fund of Fund managers who earn big salaries.  Find the hot hand! Why?  The biggest reason is that […]

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