— When has being a seller into a well-anticipated event with negative implications for the market ever made any sense? — We have had 42 days full of hand-wringing and negative media to contemplate the July 27 Fed meeting … a for me the market has priced this in. — After all the higher rates, inflation, recession talk and extremely…
Month: July 2022
Has Warren Buffett Gone Mad?
— How could he be buying Occidental, an oil stock, amid a waterfall decline in the commodity? — Everybody knows the greening of the world spells doom for fossil fuels or does it? — Former oil company bad behavior changes in the fight for self-preservation. — My conclusions: Buffett is not mad. Why would Mr. Buffett buy a dirty, cyclical oil…
Should we be greedy?
— What is a “Ponzi”? — What just happened? A contrarian view of the first half 2022 — It’s the 1970’s all over again or is it?– A view from someone who lived every day of it as an investment professional — Investors continue to stare into the rearview mirror. “Recency bias” has never been a road to…