Monthly Archives: January 2015

The concept of risk-adjusted returns is so rarely mentioned by finance types and yet the concept is so critical to real life assessments. Holding on to over-valued, over-bought risk assets in a world of unprecedented leverage is like trying to … Continue reading →

I will be traveling to Vancouver this weekend to speak at the 20th annual Vancouver Resource Investment Conference.   Always fun to be on the west coast.  You can see more about the show, or register to attend, here on line. Recent … Continue reading →

What the finance wizards have forgotten or intentionally overlooked in all their learned theories, is the below chart. The bonanza of babies born after the Second World War in all the world’s most advanced, wealthiest economies (red bars below): Chart … Continue reading →