Monthly May, 2012
A Realization of Reality in the USA I reprint parts of a speech by a US Democratic Senator as it illustrates just how bad the deficit and debt can grow. We sometimes ridicule the Republican Party in the USA for being totally obstructionist. Yet when one realizes the scope of the problem, sometimes it is...
Human Emotions Usually Supersede Rational Thought Listening to The With Whom We Interact Human emotions usually supersede rational thought. This is normal and natural. In most conversations and interactions between humans, the basic need to impress others with our intelligence or with our wit, supersedes other emotions. Our basic tendency is carry our part of...
Be Brave When Others are Afraid and Be Afraid When Others are Overconfident The market, especially the junior commodities companies, have been devastated recently. Stocks have fallen since the second week of March 2012 and the drops in trading price have been dramatic. Some stocks have fallen far more than 50% in value. Liquidation Events...
Greens and Misguided Do-Gooders Usually the idealistic and the young are in the forefront of noble causes. In our modern world, we are in the age of instant communication. Those who take up causes, often do so without regard for effects caused by the changes they advocate. Often these martyred causes are good ones, but...
Stubborn Beliefs That Devastate Portfolios Having heard so many diverse opinions at the NY Hard Asset Show, it occurs to me that there are some supposed “universal truths” held by investors that could affect investments. The issue is that the market over-reacts to expected events, and then over-compensates. Often, by the time investors have positioned...
I recently attended the New York Hard Asset Show, which was quite interesting. There were many speakers and the viewpoints were quite divergent. The main theme was either a) all currencies were valueless because of printing money, of b) the USA is pulling out of the recession slowly and leave things be. An Analysis of...
A Reprint of a View on the Commodities Market The following is reprinted from Pinnacle Digest. It is a perspective on how to view the current Junior Resources market. The message is that in this era of fear and uncertainty, a longer term perspective helps you understand the opportunities. Article Reprint from the Pinnacle Digest...
A Commentary from a Major Brokerage Firm On May 5, the following report was issued. One should never put too much weight on any one month of employment data. These figures are subject to revision, and further revision. However, the recent employment reports have painted a consistent story. This was an unusually mild winter. As...
May 2, 2013 Sell in May and Go Away A tried and true investing maxim is “sell in May and go away.” Loosely translated, this means that in most years, the stock market has a seasonality to it that is quite reliable in predicting the rise and fall of the market. Essentially history has taught...