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Mining For Golden Investment Opportunities
Thu, Jun. 12 • 6 Comments
- Contrary investing involves taking the opposite side of the majority and can be extremely effective when opinion is heavily one-sided.
- In this commentary we highlight two contrary ideas currently featured in our privately managed accounts and actively managed ETF.
- One financial asset class performing surprisingly well so far this year has been fixed income. What a difference a few months can make in investor psychology!.
- The risk to reward potential for patient value investors appears to lean heavily in favor of gold and especially gold mining stocks, surprising to the upside.
- After A 177% Gain, What Should Investors Emphasize Now?
- Are Commodity Prices About To Explode?
- Has The Fat Lady Started To Sing On The Housing Market?
- Crucial Business Cycle Shift Taking Place
Oct. 24, 2012 • 3 Comments
Green Shoots Being Spotted From Bernanke's Helicopter
Sep. 26, 2012 • 1 Comment
- Is Betting On Bonds Really A Good Idea?
A Funny Thing Happened On The Way To The Recession
Aug. 8, 2012 • 1 Comment
- Stocks Climbing A 'Wall Of Worry'
Cyclical Bull Market Not Over But Getting Tired
Apr. 26, 2012 • 1 Comment
Fragile U.S. Economy Shows Steady Improvement
Feb. 1, 2012 • Comment!
- Behind The Headlines, Steady Improvement For Fragile U.S. Economy
Behind The Headlines, Steady Improvement For Fragile U.S. Economy
Jan. 31, 2012 • 3 Comments
- Much Higher Industrial Commodity Prices in Store
- 2011 Update: Another Lost Decade for Stocks - Are You Prepared?
- Are You Prepared for a Bear Market in Bonds?
Another Lost Decade for Stocks - Are You Prepared?
Feb. 3, 2010 • 9 Comments
- Bond Investors Beware - Don't Underestimate Current (Escalating) Risks
- First Stocks, Then the Economy...Is Job Growth Next?
- Should Investors Be Frightened by Rising Unemployment?