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...
by admin | Jan 3, 2013 | Archives, Capstone, Changing Times
By Ted Schwartz We begin the New Year with a market surge due to clearing the lowest hurdle imaginable. The “Cliff” agreement pleases almost nobody and solves almost nothing. Yet, the markets are right to rejoice this very small step. My belief is that the vote really...
by admin | Dec 26, 2012 | Archives, Capstone, Changing Times
By Ted Schwartz Well, it turns out the world did not end on December 21. Shocking, isn’t it? So, we have to look ahead to what we might expect in 2013. Dr. Doom here is actually mildly optimistic. We are not in the business of forecasting, but we think taking the...
by admin | Aug 5, 2012 | Archives, Asset Change, Capstone, View on Market
By Ted Schwartz If you tune in to politics recently, you are encouraged to take sides in a false dichotomy. You are asked to choose between the people who believe in the free market and the people who believe in government (AKA “Socialism”). This is an absurd choice...
