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Category: Articles
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Oil Update
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Indexes vs Portfolios
“Davidson” submits:
Across the investment cycle, every index composite is adjusted to reflect institutional interests. This always generates problems when comparing portfolio performance to any index as the cycle progresses.
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Gold, Oil & Inflation
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Crude Inventory Below 5yr Avg
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Portfolio Shift (updated)
“Davidson” submits:
I am suggesting a major shift in portfolios today!
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“Econonmics in One Lesson”
Here is a section of the book that applies more than a bit to today….
“Davidson” submits:
Economic activity always is a composite of moving parts. Currently it appears we have more moving parts than usual. Indeed so! We have multiple policy shifts in the works with the potential for beneficial outcomes. But, if these occur, it will be likely a couple of years before the final outcomes are known with the path uncertain.
There are 16 of them and I cannot disagree with a single one. This comes from a 1994 lecture he did.
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GSE Shareholders Please Read
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Watch The T-Bill/10yr Spread…..
“Davidson” submits:
Most investors believe that ‘The Market’ knows more then they do. How high can the market rise if so many believe this about markets?
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