Archive for July, 2008

Turning Eggs into Dollars

Tuesday, July 22nd, 2008

Somebody asked this question on TickerHound a few months ago (just as the market began to take a dive): What are some good sectors to invest in during an economic downturn? It’s a question I’ve thought a lot about, and have written extensively on, for the last few months. For me, it all ...

It’s About Education — NOT Information

Thursday, July 17th, 2008

For investors, a proper education and investing framework should always trump access to "immediate information". I know that automated information aggregation, synthesis and analysis is all the rage on Wall Street these days. Banks, traders and hedge funds are all jockeying to get the news first, fastest and interpreted in ...

Is Calling a Bottom Premature?

Monday, July 14th, 2008

As I wrote last week, it’s pretty clear times are tough right now.  With three quarters of the population thinking we’re already in a recession and the market sinking by the day, I don’t think there’s any more debating as to whether or not we’re in Bear Market territory. So the ...