Sunday Morning Coffee
A couple of items from Barron's to chew on.First is an article titled The Worst of Times to Buy Stocks? which features analysis from a couple of people including John Hussman. People who read Hussman at least occasionally will find his comments familia...
The Big Picture for the Week of November 20, 2011
What is the proper allocation to foreign markets? Within that decision is the question of how much should go into a single country. The catalyst for this post is the following comment I saw in an article deconstructing a thematic ETF;Global exposure ca...
Sunday Morning Coffee
Sorry for not posting for the last couple of days I've got a lot going on that I'll mention in subsequent posts. But for now there was a very instructive passage in this week's Barron's that I think underscores a point I have tried to make over the yea...
Bonds Over Stocks
There was an article from Bloomberg that got a lot of attention the other day. The article itself was not earthshaking but it seemed like many people around the blogosphere weighed in on it. Such a broad topic "bonds outperformed stocks for a 30 year p...
Forget About Stocks?
Jim Bianco raised some interesting points in a recent interview that are worth exploring. He was very critical of the Stocks for the Long Run mentality even singling out Jeremy Siegel. The building block for his thesis is that we have something of a la...
Interesting Items From Barron’s
A little confirmation bias for a couple of long running themes I've been writing about;First up is a quote from a bond fund manager who is "also allocating some money to bonds from Canada, Australia and Norway, which have triple-A ratings and strong, c...
More Reader Questions
A commenter on yesterday's post asked;Not sure where would be the place to invest. Europe is seemingly always in crisis, Japan has problems at least as bad as ours, do you trust the Chinese banks and markets? OK, so what's left? Latin America, where it...
A Reader Asks, I Answer
An exchange I had with a reader in the comments from Monday's post:Reader:You said,"...if some industry, for example semiconductors, collectively goes down 30% for some reason it is very unlikely that the typical investor will pick the one that somehow...
Big Ideas
My post from the other day about prospects for US stock being grim drew a lot of comments on the Seeking Alpha version of the post. I answered several questions including a couple from David Jackson. I thought I'd post the content here, I think the for...
The Big Picture for the Week of July 10, 2011
The jobs report printed yesterday and as we all know it stunk. It was bad in every direction.As a repeat theme the "worst financial crisis in 80 years" should take a long time to work through. Housing still stinks and jobs still stink. From a housing s...
Blending Country Funds
Recently I disclosed selling out of Australia (which I expect to be temporary) over concerns about the housing market coming to fruition. We obviously can't know with certainty if there will be any meaningful fallout to the Aussie banks if things get u...
Blending Country Funds
Recently I disclosed selling out of Australia (which I expect to be temporary) over concerns about the housing market coming to fruition. We obviously can't know with certainty if there will be any meaningful fallout to the Aussie banks if things get u...
