Demographics have always been a fascinating investment topic for me. They present an interesting time dilemma in that the data is so long-term that it literally takes decades for themes to emerge and progress...
Concerned About Commodities
I'm seeing commodities and energy stocks reaching important resistance levels here, leading me to expect some sort of correction in the coming weeks...
A Crypto for Carrying On An Undertaking...
It's hard to ignore the bubble-like quality of cryptocurrencies. Now before you dismiss me as a crypto-hater, let me qualify this by saying I agree with Jack Ma's (and others') take that blockchain technology is indeed impressive with so many potential applications...
Comparing Cap Tiers
I wrote a piece over at seeitmarket.com about cap tiers, comparing the 2007 market top to what we're seeing now. At this point, both the large cap and mid cap indexes have broken to new closing highs, while small cap stocks have yet to do so...
Talking Bitcoin With My Wife
Presenting the 20/40/60/80 Portfolio
Bubblicious Irrationality
When I saw this Bloomberg article on bubble conditions, I immediately thought of last weekend at the Behavioral Finance Symposium in San Francisco. I helped run a workshop on the relationship of behavioral finance to trading and technical analysis...
What a Bull Market Looks Like
Rethinking bearish divergences
"Two roads diverged in a wood and I... I followed price... because that's what is most important." -David Keller
So I posted this recently on Twitter
Breakout Update- China, Small Caps
Back on February 17th, I wrote about the availability heuristic and breakouts that were happening in a number of index charts. As a review, if all you see are breakouts, I find it helpful to identify charts that look different...