As I grow older, I pay less attention to what men say. I just watch what they do.
June 04, 2010
At Contravisory, we relate the bear market of 2007-2009 to that of the 1973-1974 bear market. The extent of the decline, investor sentiment, and the breadth of the collapse are very similar. Naturally, we have been looking back to study data from that period to provide us with clues and signals to help navigate today's market. One...
May 20, 2010
This week we offer up another edition of Frank Thoughts. In this edition, Frank reflects back to a round a golf he played back in 1966 and the lesson he learned that day: the importace of luck in business.
THE RICHEST MAN IN THE CLUB
The put put put sound of a gas powered golf cart was...
May 14, 2010
Two weeks ago I made a reference to Contravisory founder Ed Noonan's 10 rules for investing, sharing rule #5 about the dangers of a unanimity of opinion. Since that posting, several people have asked me to share the rest of his rules for investing. Before listing the rules, a quick word on Ed. Ed got his start in the...
April 15, 2010
In this edition of Frank Thoughts, Frank expands upon last month's topic "The Bond Market". Frank examines closely the true catalyst for the bear market in equities and answers the question: Is the current bull market "just a rally" or the start of a long-term (secular) advance for equities?
THE RALLY
The...
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