Categories
Articles

Portfolio Shift (updated)

“Davidson” submits:

I am suggesting a major shift in portfolios today!

Categories
Articles

“Econonmics in One Lesson”

Here is a section of the book that applies more than a bit to today….

Categories
Articles

US Dollar Remains The “Elephant In The Room”

“Davidson” submits:

Economic activity always is a composite of moving parts. Currently it appears we have more moving parts than usual. Indeed so! We have multiple policy shifts in the works with the potential for beneficial outcomes. But, if these occur, it will be likely a couple of years before the final outcomes are known with the path uncertain.

Categories
Articles

The Golden Rules of Investing from Walter Schloss

There are 16 of them and I cannot disagree with a single one. This comes from a 1994 lecture he did.

Categories
Articles

GSE Shareholders Please Read