I lightened up on Emerging Markets (EM) a little this week. Many of the EM markets took off to the upside after Bernanke announced no change to the current Quantitative Easing program. However, I see the current rally as just another cyclical blip that will quickly lose steam. At the heart of the issue remains…
Investing & Intuition
I just pulled a book off the shelf to reread that I read back in 2011 called The Intuitive Investor: A Radical Guide for Manifesting Wealth. It’s a really interesting book that focuses on the right-brain side of our thinking. Our left-brain is typically considered our analytical side of thinking while the right-brain is associated…
Thoughts of the Week
Shopping List There hasn’t been a lot going on in the US lately. We’re in between quarterly earnings and stocks have seen little volatility. These are the times when you do your research and build a shopping list of companies to pick up/add to on the next pullback in the market. I’ve noticed that most…
History Does Repeat Itself
You know that age-old adage by everyone’s favorite British Philosopher and Statesman Edmund Burke: “Those who don’t know history are destined to repeat it?” Well I’m afraid we’re doing it again! So how did we get in this mess in the first place? From my point of view, it’s a lack of education and a…
Working with People
I just finished reading a new book from Rohit Bhargava, called Likeonomics. If you work with people in your everyday life (which I’m guessing is 99% of us), I recommend reading it. The basic premise is that people decide who to trust and believe based on how much they like a person. Back in 2008, there…