by admin | Apr 26, 2013 | Archives
Sir Isaac Newton came up with the rule of physics that what goes up must go down. As a law of physics, it makes perfect sense. As a rule for investing, it is backwards! Markets have an upward bias that should be of great concern to the experts known as perma bears due...
by admin | Apr 18, 2013 | Archives
Brokers often sell their clients a new offering of a closed end fund. These are essentially mutual funds that have a limited number of shares which are not redeemed by the fund company but are sold like stocks on the secondary market. So, rather than redeeming your...
by admin | Mar 1, 2013 | Archives, Capstone, View on Market
by Ted Schwartz As we near new “all-time highs” for the Dow Jones average, the financial services community seems about to throw a party. I say leave the champagne on ice! I don’t want to be a curmudgeon, but….. The very lowest bar for any investor is the rate of...
by admin | Feb 11, 2013 | Archives, Capstone, Investing Fundamentals
By Ted Schwartz I am a long term believer that good investing is a balancing act of evaluating how much you expect to make from an investment and how much risk is involved in trying to make that return. I believe this is a dynamic and changing calculation. When...
by admin | Jan 18, 2013 | Archives, Capstone, Changing Times, Investing Fundamentals
By Ted Schwartz This week I met with two very bright individuals who parroted the CEO cry that we “need certainty” before the economy will improve and companies will hire people. At the same time, I am reading Taleb’s, Antifragile. His whole point would be that things...
