Daily Archives: May 4, 2009

This month, Time magazine published its 5th annual list of the leaders, thinkers, heroes, artists and scientists who were most influential in 2008. You can scroll through one page articles on each nominee on the web site. I find it … Continue reading →

Fellow portfolio manager, John Hussman of Hussman funds is one of my favourite market commentators. His weekly market comment is especially on point this week: “Comfortable with uncertainty.” Although Hussman's methodology is different than my firms, our stated investment objectives … Continue reading →

After a strong bear market rally since March 9, world markets are looking pretty overbought. Not that they cannot continue overbought a while longer, but the probability of the next downside test is growing daily. Much of the recent fervour … Continue reading →