The Dollar is the new Peso? Monday, October 12, 2009
Posted by ei-forum in Miscellaneous.add a comment
The Madness of Crowds… Friday, September 18, 2009
Posted by ei-forum in Rants.add a comment
Ok, markets can remain irrational longer than you can stay solvent and all that stuff… and that’s why we are on the sidelines and haven’t had the energy to look through any stock picks…
As we have repetedly said, at this moment, we feel that the only viable strategy (unless you are actively trading) is to keep on averging into a long-term portfolio (we pefer all etf) and that’s simply it.
We neither support the endless printing of money/mortgaing future generations, nor believe in a jobless and creditless recovery! Reality will have to surface sooner or later…
For some interesting reading, we offer you a strong recommendation for your blogroll:
http://macro-man.blogspot.com/
Historic Analysis: Markets still bullish? Tuesday, September 1, 2009
Posted by ei-forum in Interesting Charts.add a comment
This is a very interesting video (chart analysis) on bear market advances since 1886.
They commentary is not too technical and very easy to follow, showing projections after the 1903, 1907, 1920, 1932, 1938, 1974 and 2002 bear markets.
Click here for the GANN alaysis.
Enjoy!
Whitney: More than 300 Bank Failures Friday, August 21, 2009
Posted by ei-forum in CEO Interviews.add a comment
Always worth taking note of Meredith Whitney: watch spending, credit card failures and the fact that it’s still going to take a long time for banks to sort out these issues…
Tumor is still in the system: part 2 of 2 Friday, August 14, 2009
Posted by ei-forum in Miscellaneous.add a comment
More of the same:
Tumor is still in the system: part 1 of 2 Friday, August 14, 2009
Posted by ei-forum in Miscellaneous.add a comment
Very interesting session with Nassim Nicholas Taleb & Nouriel Roubini.
Again, markets continue to ignore economic data and the real situation…
Warren Buffett on Teaching Kids Finance Monday, July 27, 2009
Posted by ei-forum in Buffett Watch.1 comment so far
Taleb on Unwinding Wednesday, July 15, 2009
Posted by ei-forum in finance.1 comment so far
Some classic Taleb – he always has very interesting views. Love him or hate him, you can’t argue with a lot of the basic facts he highlights to support his arguments:
Enjoy!
Crunch Time Wednesday, July 8, 2009
Posted by ei-forum in Miscellaneous.add a comment
It looks like we are very close to the moment of truth, with the following 2 weeks being extremely critical to give us an idea of how the rest of the year will shape up and if indeed, we have just witnessed a massive bear market rally.
Despite the fact that expectations for earnings are so low that it may be difficult for companies not to beat them, the outlooks they will provide, coupled with economic data such as unemployment, home sales, etc… will highlight the real current situation and how realistic hopes for a fast recovery are.
Once we have a clear picture of the above and notwithstanding the fact that markets will remain choppy, investors will be in a much better position to make informed decisions on what framework to use for their investments and how to concretely structure their portfolios.
Make sure you’re ready!
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