Positioning for 2012: Don’t forget about stocks

For the last three years I have participated in a special interview series at Seeking Alpha. Jonathan Liss comes up with questions that suit both the times and reader interest. Sadly, we didn’t have enough time to go over what I felt were the best investment apps. Hopefully, this is something that I will get […]

Read More

Best Recession Forecaster: Robert F. Dieli

Since last May I have been reviewing the record of those who forecast the business cycle.  I developed a stringent list of requirements, "Jeff's Acid Test," and I frequently invited nominations.  Here were the stated requirements: Openness — with the potential for peer review Small number of input variables.  Most people do not understand that […]

Read More

Evaluating Recession Forecasts: What Every Investor Must Know

For investors who believe that stocks eventually reflect the fundamental strength of the companies, understanding the business cycle is crucial.  Since popular sentiment and stock prices are often excessively negative about economic prospects, there is great opportunity for those who can get this right. Regular readers know that I have been conducting research on this […]

Read More