NO DooDahs

Choosing Your Portfolio Risk Tolerance

Nice elaboration on two of the seven risks I wrote about last week:
www.billakanodoodahs.c.../

Personally I believe that your "risk class 2," what I described as "Risk is Not Achieving My Benchmark," is the primary risk that we need to be concerned with when assembling a portfolio or designing an active strategy.

Of the regular contributors to SA, your work is probably THE most helpful to the sophisticated retail trader. Thanks.

Keeping Score of Global Stock Markets' Returns and Valuations

The U.S. and U.K. market results are only "surprising" if you assume the economy and the speculative markets are joined at the hip and move in lock step ~ obviously they are not and don't.

Market Bottom Already? I Don't Think So

The bottom was in January. The action in March was a lower-volume retest.

What Will Trigger the Next Global Economic Crisis?

Well, it's nice to know that the clock is ticking, and that the only propping up our market is denial. Once all the traders and investors that are buying stock (and taking companies private) suddenly have this epiphany, the whole lousy house of cards will collapse.

Hey, check your calendar while you're updating your clock. Is it Kondratieff Winter?