Category Archives: Portfolio Management

Are Stocks Worth It?

Now that talk of a double-dip recession has new life, what with the Economic Cycle Research Institute’s weekly leading indicator index turning down for the first time in 18 months, people are asking if stocks are worth the trouble. “Do they suck, or what?” one reader asked. They can, and for long periods, too. From […]

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Don’t Be So Sure

There seem to be few things more appealing to people than lambasting others for being wrong. Yet, despite the boundless evidence that all of us are wrong quite a lot of the time, we still embark on vain searches for leaders who will not be. Do we really expect to find them? Many of my […]

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