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Showing posts with label contrarian. Show all posts
Showing posts with label contrarian. Show all posts
Tuesday, June 21, 2022

“Macro worries are like sports talk radio. Everyone has a good opinion which probably means that none of them are good.” --Seth A. Klarman

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Safe Havens Shunned SAFE HAVENS SHUNNED (June 21, 2022): Since January 4, 2022 large-cap growth funds like SPY finally joined t...
Sunday, February 6, 2022

“The real secret to investing is that there is no secret to investing.” --Seth A. Klarman

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Up Your Asset Allocation UP YOUR ASSET ALLOCATION (February 6, 2022): Surprisingly few people recognize how dramatically the fi...
Monday, January 17, 2022

“The success of contrarian strategies requires you at times to go against gut reactions, the prevailing beliefs in the marketplace, and the experts you respect.” --David Dreman

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Déjà Vu All Over Again DÉJÀ VU ALL OVER AGAIN (January 17, 2022): Most investors are either treating 2022 as though it will be ...
Monday, May 17, 2021

“Don't panic. The time to sell is before the crash, not after.” --John Templeton

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Crack Crumble Crash CRACK CRUMBLE CRASH (May 17, 2021): There are all kinds of theories about why U.S. stocks reached all-time r...
Sunday, January 17, 2021

“Investing should be like watching paint dry or watching grass grow. If you want excitement, take $800 and go to Las Vegas.” --Paul Anthony Samuelson

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Investing While Intoxicated INVESTING WHILE INTOXICATED (January 17, 2021): We have experienced all-time record levels of speculat...
Sunday, November 8, 2020

“If it's obvious, it's obviously wrong.” --Joe Granville

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Ephemeral Extreme Election Euphoria EPHEMERAL EXTREME ELECTION EUPHORIA (November 8, 2020): As a result of eager investor anticipa...
Sunday, August 23, 2020

“The trick of successful investors is to sell when they want to, not when they have to.” --Seth Klarman

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2020 Retreat, 2021 Rebound 2020 RETREAT, 2021 REBOUND (August 23, 2020): The most difficult aspect of investing is appreciating th...
Tuesday, June 9, 2020

“Buy on the sound of cannons; sell on the sound of trumpets.” --Nathan Rothschild, 1810

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Euphoria to Panic to Euphoria EUPHORIA TO PANIC TO EUPHORIA (June 9, 2020): Since the internet became popular in the 1990s we have...