In addition to answering (explaining!?! defending!?!) why I believe this is a counter rally within an emerging bear market, I am hopeful that today's Bloomberg radio segment (4:30 PM easter, "Talking Stock with Pimm Fox and Courtney Donohoe") will touch on the risks inherent in the methodology that most traditionally trained bottom-up portfolio managers and strategists employ in their investment decision-making. And why it is risky to follow those who employ this approach with its faulty premises and embedded blind spots.
To listen to the segment live, click here.
Thursday, October 27, 2011
Friday, October 14, 2011
China's Ghost Cities
This week's Quotable Quotes takes a look at China's ghost cities via a recent (March 2011) investigative report from SBS Dateline (Australian TV). If investors are looking for the other economic shoe to drop on the tenuous global economic environment, this very well could ultimately be the source.
Friday, October 7, 2011
Protest Movement
What's a protest movement without a little kid dancing. (3 minute mark is the best.)
Tuesday, October 4, 2011
September 30 media appearances
On Friday, September 30, I had the pleasure of being a guest on two programs - foxbusiness.com with Tracy Byrnes and Bloomberg radio''s "Talking Stock with Pimm Fox and Courtney Donohoe".
Topics discussed include the prospect of disappointing, perhaps very disappointing, 3Q11 earnings; asset allocation and portfolio strategies for these volatile markets; and the market impact and importance of family offices.
To listen to the Bloomberg radio interview click here.
Topics discussed include the prospect of disappointing, perhaps very disappointing, 3Q11 earnings; asset allocation and portfolio strategies for these volatile markets; and the market impact and importance of family offices.
To listen to the Bloomberg radio interview click here.
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