Debunking the Myth of the QE II Rally

The single biggest market question is this one: What happens at the end of QE II? I have explained this on several occasions and promised more detail.  After listening to countless talking heads talk about the QE II rally, we need some clarity. Background There are two views of the world: Gains in various markets […]

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You need to have a system….

Quote of the Day Tadas Viskanta, …(Y)ou have to have a system that gets you in and out of the market based upon your own signals and not pay attention to what other people are saying. I could not agree more!  The quotation is from today's screencast at Abnormal Returns, a brief video that I […]

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Investment Lessons from 2010 Lists: Prosaic, Profound, Predictable, Pornographic, and Provocative

Here at “A Dash” I recommend that you join me in reading widely and critically. Most people do not have the time for this, so let me offer a few suggestions for a 2010 review. I want to have a little fun with this, but there are some good investment insights. These are the “Ten […]

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Biggest Investor Mistakes

Many studies have shown that individual investors, managing their own accounts, do about 5% worse than they would if simply buying an index fund.  The top investment managers have regularly beaten the averages, so it is a big spread. The current environment illustrates all of the key reasons for this. Psychology.  Investors buy tops and […]

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