Blog

Dave Canal
March 25, 2020

During this time of unprecedented uncertainty, all of us here at Contravisory are concerned about the safety and well-being of our families, colleagues, customers, partners, and the many friends who make up Contravisory’s broader family.  Please know that we are thinking of you.

To keep you informed, we thought it would be important to...

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Bill Noonan
March 02, 2020

The equity markets have seen a significant plunge in the past two weeks, a result of the unknowns associated with the spread of COVID-19 (coronavirus).  World economies are paralyzed as concerns about the spread of this new virus and its many unanswered questions have led to isolation by country, by company, by world citizens.  While some...

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Dave Canal
February 11, 2020

With half the stock market’s total capitalization represented in index and ETF funds, it could almost be called a “passive” stock market. But that will never happen. The impact of an individual stock on a portfolio’s performance is too great. Peter Lynch expressed this reality best when he said, “It is not the number of times you are right, but...

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Dave Canal
January 08, 2020

If you’ve ever watched a TV quiz show called “Jeopardy,” your reaction might have been similar to mine.  “Wow, how do they know that?  They’re really bright!” Endless facts.  Endless “knowledge” about things that I, for one, know nothing about.  But it is not knowledge; it’s about an ability to retain information.  That’s very different from...

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Do we have the capability to eliminate booms and busts in economic activity? The answer in my judgment is no, because there is no tool to change human nature. Too often people are prone to recurring bouts of optimism and pessimism.

– Alan Greenspan