Monthly Archives: March 2017

Gundlach’s Treasury Yield Proxy

In a Barron’s Roundtable article dated January 23rd 2017, Jeffrey Gundlach mentioned that he thinks yields are too high based one one of the metrics he follows. To gain this estimate of what direction the 10 year Treasury may move in, he watches the ratio of copper prices to gold prices.  When the article came […]

More Questions than Answers #1

It’s easy to give an answer, but admitting you don’t know something is a skill few possess. Further, the habit of asking questions is even more scarce. Curiosity and persistence may well be the recipe for new answers, but first must come a question. Here goes episode #1: Are stocks expensive at these levels? Well, […]

The Definition of Genius

“The definition of Genius is taking the complex and making it simple.” Albert Einstein     On the 8th anniversary of this bull market many investors are looking for reasons for it to end. Being one of the longest bull markets (if you don’t count the The Bear Market that Nobody Talks About), this is to […]

Investing + Philosophy #1: Stoicism

    You’re absolutely right. This is the straw that broke the camel’s back. If I have to read one more damn article about Stoicism and Stocks, I’m gonna flip my desk. Good, we’re on the same page. I’m all for spreading the word of stoicism in practice, but how many times must it be written […]

Why Invest Long-Term?

   “A short time is a long time when your mind won’t let go.” – Jack Johnson In practice, it’s hard to be a long-term investor.     Humans are emotional and flawed beings. The point of investing is to achieve emotional goals such as security, purpose and importance. In theory, investing should be easy […]