Understanding the investment sales process There is a saying that nobody appreciates a good story more than a good storyteller. This is particularly true in investment sales, which I suppose is a reason there are so many copycats. If it works, they say, why change it. Maybe you have not
In today’s blog, I shall go over some of the material I wrote for an upcoming eBook and in addition give an update to my status for offering eBooks, eReports and account management in the near future. Time and space continues to be the overriding factor, and as I get
More about Market Savviness A month ago I blogged a bit about market savviness. For years, readers have noted my negative posture to the financial services industry, so in that blog I listed a single month’s headlines in the US that revealed the sordid affairs of a once trusted industry.
Gaining Market Savviness In my last blog I mentioned that I had been diagnosed with a minor health issue called Depuytren’s contracture. The surgeon opined that I needed hand surgery in three places, but the operation was scheduled a year out at Toronto Trillium Hospital, so I decided to get
The Purpose of This Blog The following quote by my favorite non-fiction writer, Malcolm Gladwell, best explains why I established the Cara Community. “IQ is a measure, to some degree, of innate ability. But social savvy is knowledge. It’s a set of skills that have to be learned. It has to
A Matter of Quality As many here know, I preach quality of a company above any other consideration when deciding what to trade. Timing is a different matter. Quality is determined by an objective assessment of one company’s stock versus all others in the universe. The universe could be all
Why stocks are selling off and what to do about it. As equity prices sell down today, bond prices are rising. Why the move from stocks to bonds? Is it simply the result of a growing concern among traders that corporate earnings are weakening, which calls for the lowering of
Is this the time to buy Gold? The end of the 18-year (1982-2000) super-cycle for equities marked the beginning of a 9-year (2002-2011) super-cycle for Gold. During the Gold Bull, the price rose roughly 700% from about $250 to $1800. Since then the price has dropped about 40% off
Blog for Sep. 11, 2015 Another scandal for the banking industry. Today September 11 is an important date in history for Americans, and as we know in capital markets and international finance, what affects America affects the world. Today is also an important date for Geoff Goetz and me because
Mar 12, 2015 There is a mind-boggling process at work today just as was the case in the run-up to the 2008 stock market crash. It’s called the share buy-back Do you recall when, in the months before the Lehman Brothers collapse and bankruptcy in 2008, I stated that the
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