Investing In Well Defined Behavior
You can’t forecast what you cannot see…or can you? People are more predictable than things. Investing is a process which … Read more
You can’t forecast what you cannot see…or can you? People are more predictable than things. Investing is a process which … Read more
“Davidson” submits: Investing increasingly requires a global perspective. I recommend portfolios carry an exposure of 60% Domestic vs. 40% Intl … Read more
Today’s jobs report showed a loss of US jobs. This is but hurricane induced a blipa All the underlying data … Read more
“Davidson” submits: [REITs] History shows that the rises in US$ occur with capital seeking better/safer returns. The early 1980s saw … Read more
Ie’ve been saying this here for the last 4 years as markets have continued to climb higher…. Q3 Hedge Fund … Read more
“Davidson” submits: There is one group which believes rising rates are bad for economic activity while another group believes they … Read more
“Davidson” submits: Every day, I scan the news to understand how the consensus/policy makers think. I always find differences of … Read more
“Davidson” submits: The US$ has continued to fall without an immediate response from $WTI. This is not unusual. Although the inverse … Read more
US Household Survey Employment falls a little, but remains on trend from 2009. Light Weight Vehicle Sales lower, some indicating … Read more
We’ve addressed our feelings on the uselessness of CAPE before but I am seeing it being used frequently once again … Read more
Yesterday I posted video showing the minor flooding in The Woodlands and Bridgeland. Release: HOUSTON–(BUSINESS WIRE)–Aug. 31, 2017– With over … Read more
“Davidson” submits: “Dr Copper” as an economic measure is becoming popular again, but where has it been the past 8yrs … Read more
“Davidson” submits: There are many calls today for a correction, but economic activity continues to move forward and markets follow. … Read more
“Davidson” submits: Economic data and equity markets are highly correlated over time. The correlation is not day-to-day or even month-to-month … Read more
“Davidson” submits: Also read: These Behavioral Biases Are Driving Investor Decisions Berkshire Has 6th Largest Market Cap; Apple Almost Double … Read more