During my eighty-seven years, I have witnessed a whole succession of technological revolutions. But none of them has done away with the need for character in the individual or the ability to think.”
May 14, 2010
Two weeks ago I made a reference to Contravisory founder Ed Noonan's 10 rules for investing, sharing rule #5 about the dangers of a unanimity of opinion. Since that posting, several people have asked me to share the rest of his rules for investing. Before listing the rules, a quick word on Ed. Ed got his start in the...
April 15, 2010
In this edition of Frank Thoughts, Frank expands upon last month's topic "The Bond Market". Frank examines closely the true catalyst for the bear market in equities and answers the question: Is the current bull market "just a rally" or the start of a long-term (secular) advance for equities?
THE RALLY
The...
April 01, 2010
It's amazing how symmetrical the market can be over time. I like to call it the "Pendulum Effect*". Typically when a market swings in one direction, once it reverses, you can expect a counter-reaction of a similar degree (like a pendulum). There's no better example of the pendulum effect than the price action within the equity markets...
March 15, 2010
Earlier this week, Bill Gross, manager of the world’s biggest bond fund at Pacific Investment Management Co., said the almost three-decade bond market rally may be drawing to a close. This might have a lot of investors worried considering they have poured $89 billion into bond funds so far this year! Is this the end of the bull market...
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