Each week, our team publishes a blog and webcast.
Abraham Lincoln famously said that “You can fool all the people some of the time and some of the people all the time, but [never] all the people all the time.” There is no shortage of information and opinions available that cover market strategy, sector trends, and individual stock recommendations for investors to consider. With […]
Commentary that the fossil fuel sector will decline and soon become obsolete – suffering the same fate of newspapers or the cable industry – is far from accurate. Next year, for the first time ever, the world will demand over 100 million barrels of oil per day. By comparison, the world needed 91.8 million a […]
Thirteen years ago this week, the market bottomed after experiencing many months of exceptional volatility and sizable declines in its stock prices. Evidence that the financial system was on shaky grounds became evident almost exactly one year prior to its bottom when investment bank Bear Stearns required a bailout and rescue buyer in March 2008. […]
On February 16, investor Charlie Munger answered investment-related questions for several hours. Munger and Warren Buffett have been business partners at Berkshire Hathaway for many decades. When asked about diversification, Munger said: I think the great lesson from the Munger’s is that you don’t need all this … diversification. You’re lucky if you’ve got four […]
We always avoid participating in the momentum-driven stock rallies. Momentum stocks are those that seem to perpetually appreciate each day as the herd piles in, buying more and more shares as the price goes up. In last week’s blog/podcast, we discussed several companies that over the years briefly surpassed the Royal Bank to command the […]
