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Bob's Journal

Found 392 Articles.
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April – September 2008

September 1, 2008

September 30, 2008 10:30 a.m. The Shadow Bank Run Well, so much for the notion that short sellers were driving stock prices down. You know how much stocks declined yesterday, and they fell that far without anyone being allowed to sell short 900 or so stocks. I don’t know if the rescue plan that was […]

March 2008

March 1, 2008

March 24, 2008 01:00 p.m. Finally, a Bottom? There have been several false bottoms in the markets since the mortgage and credit crises began in August 2007. Last week’s holiday-shortened market action looks more positive than the previous bottom attempts. It was accompanied by several prominent forecasts that we had reached a bottom, including a […]

February 2008

February 1, 2008

February 24, 2008 03:00 p.m. A Digest of Analyses and Forecasts This past week I was treated to a range of presentations by a number of top investment professionals. You haven’t heard of many of them, but they are well regarded and worth listening to. I attended a seminar in Stamford, Connecticut and also heard […]

January 2008

January 1, 2008

January 22, 2008 02:10 p.m.The Big Sell Off It seems I caused a substantial decline in world stock markets. Last week I posted the February 2008 issue of Retirement Watch in which I argued that today’s market environment is more like 2001 or early 2002, with more losses to come, than it was like late […]

December 2007

December 1, 2007

December 17, 2007 3:05 p.m. The Specter of Inflation Rises Friday’s inflation report brought to the forefront something we warned about for some time: The threat of rising inflation is not dead. We are not living in the disinflationary and potentially deflationary era of the 1990s. Global growth and easy money policies around the world […]

November 2007

November 1, 2007

November 27, 2007 01:25 p.m. Some Portfolio Changes The markets and headlines have been rolling like the ocean surf before a major storm. Try to adjust your portfolio based on the latest sentiment and you will be changing the portfolio every few days. We focus on longer-term trends than the latest headlines, and those trends […]

October 2007

October 1, 2007

October 23, 2007 02:25 a.m. Global Boom or Global Bust? Just as investors were developing unbridled optimism about stocks, corporate executives pulled them up short. A spate of earnings reports last week dimmed investor enthusiasm and caused stock prices to tumble. The Nasdaq fell 2.6%, as did the S&P 500 and Dow. Small stocks represented […]

September 2007

September 1, 2007

September 21, 2007 1:45 p.m. Today’s Confusing Markets Already Explained Investors and analysts have been confused by many of the market developments of the last couple of years. They are easily explained, and the explanations are in my recent book, Invest Like a Fox…Not Like a Hedgehog. Conventional economic theory misses a few critical elements […]

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