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10 Legendary Investment Rules From Legendary Investors
Submitted by Lance Roberts of STA Wealth Management, I live in Houston, which has been a huge economic beneficiary of the sustained increases in oil prices, drilling, refining and related processes. As...
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2014 Year In Review (Part 1): The Final Throes Of A Geopolitical Game Of Tetris
Submitted by David Collum via Peak Prosperity, Background “I don't write about what I know: I write to find out what I know.” ~Patricia Hampl Every December, I write a Year in Reviewref 1–7 first...
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How To Spot Groupthink Among Economists
As GMO's James Montier says in his latest white paper today "it seems one can hardly open a financial newspaper or read a blog these days without tripping over some academic-cum-central banker talking...
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Perception Is The Putrescence Of Politics And The Plague Of The People
Submitted by Thad Beversdorf via FirstRebuttal.com, In the following piece I want to lay to rest any notion that the accepted state of the economy has anything to do with any other than perception. My...
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GMO’s Montier Shifts To 50% Cash, Sees 3 "Hellish" Scenarios For Markets
"This is definitely the most difficult time to be an asset allocator," warns GMO's James Montier, telling conference attendees in Munich that he hasn't been this risk-averse since 2008. Having warned...
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Presenting Jeremy Grantham’s "10 Topics To Ruin Your Summer"
When last we checked in with Jeremy Grantham, the GMO co-founder was still bubble watching, reiterating his outlook from November that although stocks can always go higher in the "strange, manipulated...
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Weekend Reading: The Bear Awakens
Submitted by Lance Roberts via RealInvestmentAdvice.com, Of the last several weeks, I have suggested that markets are oversold and that a bounce was likely. However, such a reflexive bounce should be...
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10 Investment Rules From Investing Legends
Submitted by Lance Roberts via RealInvestmentAdvice.com, I recently wrote an article discussing some of the issues of “buy and hold” investment advice as it relates to what I call a “duration...
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The Stock Market Is A Monetary Policy Junkie – Quantifying The Fed’s...
Authored by James Montier & Philip Pilkington via GMO, Executive Summary One of the stated goals of the policies that the Fed has been pursuing since the Global Financial Crisis is to raise asset...
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An Investor’s Compendium Of Wall Street Wisdoms
Submitted by Lance Roberts via RealInvestmentAdvice.com, Over the last 30-years, I have endeavored to learn from my own mistakes and, trust me, I have paid plenty of “stupid-tax.” However, it is only...
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