The German Federal Statistical Office in November last year reminded us once again of the the dreadful state of German (and Western Europe's) demographics in its report ?Every seventh person will be 80 or more years old in 2060?. Demographics is is one of the few variable that can be [...]
Things that cannot go on usually go on for a lot longer than you thought they would. There are always quite a lot of these situations happening for example The overgenerous pension systems in Europe that still has to deal with unfavourable demographics the outrageous deficits governments are running without [...]
The more I have learned about investing the more convinced I have become that mechanical approaches to investing is the way to go. That is why I have moved to just screening to find investment ideas. I the article Dad was right Mark Hulbert explains a simple market timing mechanism [...]
John Dorfman in his Bloomberg article titled Debt Dogs of Summer Are July's Hottest Stocks touches on something that I have also noticed. This market rally has been led by junk companies! That means growth stocks from the previous bull markets and over-leveraged companies such as re-listed leveraged buyouts. Two [...]
Meir Statman wrote an excellent article published in the The Wall Street Journal on Aug 4 titled The Mistakes We Make-and Why We Make Them How investors think often gets in the way of their results. Meir Statman looks into our heads and tells us what we're doing wrong. The [...]
