I have just returned from the AIA Conference – the old buggers put on a reasonably good show. Although, it is one of those events that without the energy of the coordinator Donna Meadows I don’t think it would fly nearly as well. The theme of the conference was Outcome Oriented Strategies for individuals Investors.…
How should you act in the face of such unpredictability? First, don’t listen to doomsayers who are convinced financial calamities are imminent. They don’t know. (This is a powerful piece of advice that is seldom adhered to if my recent trip to the AIA Conference is anything to go by) Second, since avalanches are infrequent,…
This tallies with work down by Brad Barber and Terrance Odean on the relative returns of male and female investors, But the benefits of investing in female-led financial endeavors go even further than the Journal has it: Hedge funds run by women tend to outperform other hedge funds. A report put out in early 2013…
Recently on the Google box there has been a debate as to whether gold is either a better investment than equities or is in fact actually a hedge against inflation. This debate is interesting because of some of the logical fallacies both sides make in trying to justify their arguments. If you ask the simple…
It looks as if at least for the interim the fun might be over – as you would expect I was booted out of my long Dow positions overnight. As can be seen from the above chart pullbacks in extended trends are the norm and the psychology of markets is such that they can…
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