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Diversification and Investor Distrust
Investors don’t trust the equities markets. That’s the theme of a number of articles out over the past couple of days. The Wall Street Journal’s portrait of panic on the day of the Flash Crash details...
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The End of ‘The Cult of Equity’?
One of the defining features of the last twenty years has been a persistent and fairly continuous belief that investing in the stock market was something of a sure road to wealth. The downturns in the...
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A Thoughtful Outlook for 2013
In general, I ignore the spate of market predictions that experts issue at the start of each year. There are exceptions, and after reading Jason Hsu’s outlook for this year, I am pleased to recommend...
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The Great Rotation?
The financial media loves a catch phrase and, with the apparent emotional hook of the ‘fiscal cliff’ diminished, we needed a new one. The current best candidate is the so-called ‘Great Rotation.’ The...
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