Monthly Archives: December 2013

Numerical reality stalks the perma-bulls

While US equity returns have been undeniably jubilant over the past 12 months, the reality is that the calendar year end is not a definitive or even meaningful finish line in real-life money management. How real life people fare in … Continue reading

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Blast from the past 1999: lest we forget

December 31, 1999, I recall being hunkered down for the holidays with our 2 week old son, and 16 month old daughter and happened to catch this episode of Wall Street Week with Louis Rukeyser, featuring esteemed guests Laszlo Birinyi, … Continue reading

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Dr copper disagreeing with equity bulls

Investors pondering the economic outlook could consult economists, equities or good old Dr Copper, the metal with a PhD in economics. James Mackintosh, investment editor, considers contradictory indicators. Here is a direct link to the video report. It is not … Continue reading

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