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I published “Rules for investing” by Bob Farrell a few days ago, and this post attracted a large number of readers, obviously in search of some guidance at this juncture in the markets. Today, I consider rule #9, “When all the experts and forecasts agree, something else is going to happen”, in the context of the current situation. [...] More on this topic (What's this?) Slothful Investing: How to Be Lazy… and Still Beat the Market (Investment U, 7/21/09) Measuring the Performance of the Ivy Portfolio (Phil’s Stock World, 12/1/12) Fad Investing (Buying Value, 6/5/09)
The two “Dr Dooms” – Marc Faber and Nouriel Roubini – discuss the economy and financial markets. As always with these two commentators, they provide a stimulating discussion that is well worth watching. [...] More on this topic (What's this?) Roubini: Worst is Over (Expected Returns, 7/16/09) Roubini: " Light at the End of the Tunnel" (Wealth Daily, 8/3/09) Roubini Sees Significant Risk of a "Double-Dip" Recession (Wealth Daily, 6/19/09)
A special report by Comstock Partners, the highly regarded investment manager run by Charles Minter, argues that US economic growth may be just as lethargic over the next 20 years as that of Japan during the last 20. A good and thought-provoking read. [...] More on this topic (What's this?) Mauldin Says Deflation Is Coming: Why He Is Wrong, Stuck "Inside the Box" & Hopelessly Conflicted (REIT Wrecks, 7/9/09) Japan’s Darkest Days Lay Ahead (Investment U, 7/17/09) Is the U.S. Economy Still in a Recession? (Money Morning, 4/27/12) | ||||||||||||||||||||||||||
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