The Best of the Aleph Blog, Part 39
Photo Credit: michel D’anastasio====================In my view, these were my best posts written between August 2016 and October 2016:What to do when Ethics are DiscouragedEight ways to promote ethics where it…
The Best of the Aleph Blog, Part 40
Photo Credit: michel D’anastasio======================In my view, these were my best posts written between November 2016 and January 2017:When I was a Boy…Can lessons from the distant past illumine the future? …
The Best of the Aleph Blog, Part 41
Photo Credit: Renaud Camus=========================In my view, these were my best posts written between February 2017 and April 2017:Problems with Constant Compound Interest (6)It is very difficult to get a high…
The Best of the Aleph Blog, Part 42
Photo Credit: michel D’anastasio=========================In my view, these were my best posts written between May 2017 and July 2017:The Biggest Problems For Investors TodayThe “two-minute question” with a half hour response.Perceived…
The Balance: Considering Event-Driven Investing
Photo credit: miltarymark2007===========================I published another article at The Balance: Considering Event-Driven Investing. This is one place where writing in the third person leaves a lot out. I’ve done a lot with…
The Balance: Are You a Speculator or an Investor?
Photo Credit: Bernard Spragg. NZ || Ah, Hong Kong. Home to speculation and Investment.==========================One thing to do at The Balance is fix old articles. This article compares speculators and investors. What…
The Balance: Short Selling Stocks- Not for the Faint Hearted
Photo Credit: Heather Wizell || Ah, Wallstrip with Lindsay Campbell (look at the microphone…)===========================================Here’s another article that I edited at The Balance: Short Selling Stocks- Not for the Faint Hearted. The…
What Caused the Financial Crisis?
Photo Credit: Alane Golden || Sad but true — the crisis was all about bad monetary policy, a housing bubble, and poor bank risk management======================There are a lot of opinions…
Stocks or Bonds?
I was writing to potential clients when I realized that I don’t have so much to write about my bond track record as I do my track record with stocks.…
The Phases of an Investment Idea
Photo Credit: David WarringtonInvesting ideas come in many forms:Factors like Valuation, Sentiment, Momentum, Size, Neglect…New technologiesNew financing methods and security typesChanges in government policies will have effects, cultural change, or…
Two Warning Signs
Photo Credit: Kevin TrotmanBefore I write this evening, I have updated the blog’s theme so that it is more readable on mobile devices. I’ve tried to preserve most of the…
Opinions on the Market
I was on RT Boom/Bust yesterday with Erin Ade, and got to talk about:AppleThe “Tech Bubble”The “Bond Bubble”Different sectors of the stock market, and their prospects.This was the first half…
The Bond Market Tells The Fed What To Do, Not Vice-Versa
Photo Credit: Tulane Public Relations || James Carville wants to be “reincarnated” as the bond market, to scare everyone — boo!I was reading this article at Reuters, and musing at…
Opinions on the Market, Redux
Here’s the second half of my most recent interview with Erin Ade at RT Boom/Bust. [First half located here.] We discussed:Stock buybacks, particularly the buyback that GM is doingValuations of…
On Human Fertility, Part 4
I write about this every now and then, because human fertility is falling faster then most demographers expect. Using the CIA Factbook for data, the present total fertility rate for…
From Stream to Shining Stream
Photo Credit: Mark StevensThere’s one thing that is a misunderstanding about retirement investing. It’s not something that is out-and-out wrong. It’s just not totally right.Many think the objective is to…