The Investor Edge from Europe

Here is a surprise for you.  European leaders did better than your favorite pundit! They will also do better in the future. For the last two weeks the dollar has moved higher versus the Euro and stocks have moved lower — almost an unbroken string. The European story fit nicely with trader pre-conceptions about selling […]

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Why Not to Panic about Europe

I feel no panic about Europe. This is a typical test.  Every long-term investor considers the question of risk tolerance and understands that markets will fluctuate for mysterious reasons.  So far, so good. Then, when the event actually happens, it is accompanied by a cacophony of fear mongers — all claiming that this is "the […]

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