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Tuesday, November 10 - 2009
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War in Iraq, no help for US equities

What will be the repercussions of the Iraq war for equities? Will the problems of the US economy... Read full article »
Monday, April 14 - 2003 at 12:02

Why most investors are mostly wrong, most of the time

Today, investors - brainwashed by the Wall Street propaganda machine - believe that stock markets... Read full article »
Monday, March 10 - 2003 at 15:29

Specific recommendations for 2003

From a longer-term point of view we like investments in Asia, since the Asian economies are not... Read full article »
Sunday, February 09 - 2003 at 20:04

The precarious position of the US consumer

Each time retail sales in the US rise and beat the Street's estimates by a small amount, Wall... Read full article »
Sunday, January 12 - 2003 at 09:09

US stock rally will run out of steam

I believe that we are at a very crucial juncture in the financial markets. Bonds have most likely... Read full article »
Wednesday, December 04 - 2002 at 11:47

No, the bear market is not over!

Since early October most stock markets around the world have rallied sharply and many stocks are... Read full article »
Tuesday, November 05 - 2002 at 16:08

More pain to come for equities


I have mentioned before that if stocks perform poorly when an industry is doing well it is a... Read full article »
Wednesday, October 09 - 2002 at 11:25

What are Financial Markets telling us?

Could the Dow Jones slump to 4,000 or even 2,500, or worst case 777? One of the world's most... Read full article »
Wednesday, September 04 - 2002 at 13:10

In the Twilight Zone

Plunges in Western capital markets presage a dark time with real economic hardship on the way,... Read full article »
Tuesday, August 06 - 2002 at 16:24

US equities to have a sharp rally

The man who correctly predicted the Nasdaq crash in early 2000, now thinks US equity markets will... Read full article »
Monday, July 08 - 2002 at 17:24

Finding new major investment themes

The most frustrating aspect of being a portfolio manager these days is the lack of long term... Read full article »
Thursday, June 13 - 2002 at 11:52

Learning from past investment manias

The Mississippi Company investment mania ended with people switching from paper money to gold and... Read full article »
Tuesday, May 14 - 2002 at 14:59

The Curse of Empires

Although the US stock market has still failed to exceed its early January high, and although a... Read full article »
Monday, April 22 - 2002 at 10:31

Why the Enron Case is negative for the US and bullish for Asia

I have been spending the last few days in New York and the evil Osama Bin Laden is no longer in... Read full article »
Monday, March 04 - 2002 at 14:45

Financial survival in 2002

By now it should be obvious even to the most fanatic US stock market bulls that the financial... Read full article »
Monday, February 04 - 2002 at 17:06
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