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Showing posts with label inflation. Show all posts
Showing posts with label inflation. Show all posts
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, August 2, 2020

“Investors should always keep in mind that the most important metric is not the returns achieved but the returns weighed against the risks incurred.” --Seth Klarman

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Slash Trash, Stash Cash SLASH TRASH, STASH CASH (August 2, 2020): The last seven months have featured wild market swings in both...
Sunday, March 29, 2020

“When your views are truly contrarian they are inevitably uncomfortable. Courage and the ability to withstand pain are required.” --Michael Steinhardt

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STEADILY SELECT SPLATTERED SECURITIES (March 29, 2020): A useful analogy to a bear market is to imagine that several dozen people carry ...
Wednesday, December 4, 2019

“To buy when others are despondently selling and to sell when others are avidly buying requires the greatest of fortitude and pays the greatest ultimate rewards.” --John Templeton

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INFLATION'S GYRATIONS (December 4, 2019): When I wrote my last update on August 7, 2019--I will try not to wait so long before the ne...
Wednesday, August 7, 2019

“The hardest thing over the years has been having the courage to go against the dominant wisdom of the time, to have a view that is at variance with the present consensus and bet that view.” --Michael Steinhardt

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INFLATION BEFORE RECESSION: BUY ENERGY SHARES (August 7, 2019): The media have become obsessed with the belief that the U.S. economy is ...