Posts filed under “Investing”

Julian Robertson interview

  Julian Robertson predicts trouble ahead (May 2005):

click for video


"I am more disturbed than I have ever been in my investment life."

He believes the U.S. consumer is all but exhausted (see yesterday’s comments on the same subject) , that the effort will be made to "inflate our way out."

He notes a soft landing is possible, but ala Japan, it could involve years of flat or no growth.

Hat tip:  Random Roger

Category: Economy, Investing, Real Estate

WSJ: Debate on the Fed

Category: Economy, Fixed Income/Interest Rates, Investing, Politics

Quote of the day

Category: Investing

Why Investors Fail

Nice piece by BMO Nesbitt on why investors fail: “Individuals have historically underperformed the markets, earning just 2.6% vs. the S&P 500 gain of 12.2% between 1984 and the end of 2002*. Research in the U.S. has shown that this dramatic underperformance comes as a direct result of client behaviour, or more specifically, the attempt…Read More

Category: Investing, Psychology

Economy or Stock Market ?

Category: Economy, Investing, Markets

Apprenticed Investor: The Folly of Forecasting

Category: Financial Press, Investing

Alternative Investments: Antique Autos

Here’s an alternative investment: finely wrought and meticulously maintained sheet metal. The Old Westbury Garden Antique Auto Show 1957 Buick 88 There were over 400 autos here, so I limited my photo taking to only 100 cars; My interests tend towards the 1940s and 1950s era designs. Be forewarned — this is a giant time…Read More

Category: Investing

Anticipating the Dominant Stories

Category: Investing, Markets, Psychology

Enjoy It While It Lasts

Category: Investing, Markets, Psychology

Templeton’s 22 Principles For Successful Investing

Category: Investing, Markets, Psychology