Frequent contributor Dave Van Knapp of Sensible Stock Investing sent to me over the weekend an excellent report on the current situation. I read it with the intent to excerpt, but decided instead to provide it to you in its entirety, as it contains nothing irrelevant and is consistent with the view I’ve presented in […]
Tag Archives: market timing
Stratfor on Sub-Prime
I wrote yesterday that the sub-prime mess doesn’t worry me because it doesn’t affect a large enough portion of the economy to bring on disaster. Stratfor Founder and Chief Executive Officer George Friedman agrees. From his August 13 Geopolitical Intelligence Report: Stratfor views the world through the prism of geopolitics. Not all events have geopolitical […]





