Oct 23

Two Kinds of Investing

I see two verifying types of investing, buying businesses as stocks for the long-term and second stocks as short-term trading vehicles to profit.  Both can be used to create a diversified portfolio and solid approach to investing.  The key is to remember which one is which and not confusing the two. Always have a thesis […]

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Oct 23

Say Goodbye to Q3

Depending upon your position the  Third Quarter Performance was extremely painful if you were on the long side.  Even if you were on the short side depending upon when you got in or what day could have been potential just as bad.  With the extreme volatility we experienced in both an up and down direction […]

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Oct 23

Continued Volatility

Bespoke Investment had a good post Welcome Q4 regarding the volatility over the course of the last few months.  Basically we are in a tight trading range but with action that would make you nauseas.  As the note points out, the average daily movement of the S&P has been +/- 1.9%.  This makes it even […]

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Oct 23

Will Investors Get Fooled Again

A good article posted in the WSJ a few weeks back regarding investor sentiment.  Sometimes I find it helpful to read the paper a few days or even weeks after they are written.  At times you can get caught up in all of the attention grabbing headlines produced by the main street media and lose […]

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