Category Archives: Market Thoughts
In case of emergency, walk, don’t run…or better yet, don’t go anywhere
Oil lower by over 50%. Greece possibly leaving the Eurozone. Hints of global deflation, especially in Europe. Russia continuing to cause problems in Eastern Ukraine. China feeling a slowdown coupled with concerns about its enormous shadow banking sector. ISIL causing … Continue reading
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2015 Predictions
“Prediction is very difficult, especially about the future” – Unknown Every time the calendar year rolls over, investment pundits scramble to explain last year and predict the next. I spend the first couple weeks of each new year looking over … Continue reading
Posted in Economics, Investment Philosophy, Market Thoughts
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Is wealth being created with the Facebook IPO?
I just heard one of the knuckleheads on CNBC remark that we are observing “wealth being created” by today’s Facebook IPO and that it is a good thing. By his analysis, America is better off today than it was yesterday … Continue reading
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A few thoughts on Facebook’s impending IPO…
This Forbes article gets the discussion rolling on Facebook’s valuation and seems to be supportive of the notion that Facebook is breaking new ground, driving the evolution of the internet forward, and is worthy of its $80-100 billion valuation. I’d … Continue reading
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What passes for “advice” these days…
Yesterday I heard a financial advisor from Wells Fargo speak on what to expect from the markets in 2012 and what to do with one’s portfolio. I normally wouldn’t waste my time, but he is someone I know from a … Continue reading
Posted in Market Thoughts, The Business of Investing
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It’s my turn for year-end predictions (they’re not what you think)
As I watch all the economic and market predictions for 2011 roll in from every media pundit and Wall Street strategist around, I can’t help but feel compelled to offer my own two cents on the topic so here it … Continue reading
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The importance of perspective
(This commentary is a little longer than usual, but I consider it very important for those interested in how Frontier thinks about investing.) There is a tremendous amount being written on a number of what I consider to be short … Continue reading
Posted in Emerging Markets, Investment Philosophy, Market Thoughts, The Business of Investing
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Let’s think for a few about QE2
While Frontier Advisors is about the long-term evolution of the markets, we still need to consider the short term risks to the economic environment so I do spend considerable time (too much, I’m sure) thinking about the issues of the … Continue reading
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What to do with today’s bond market
In my previous post I made the point that one should carefully consider any advice that suggests a particular market is about to move strongly in any direction, no matter the source. The underlying impetus for the post was an … Continue reading
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Quick comments on several issues…
It’s an understatement to say that much has happened recently in the capital markets and in areas that impact the capital markets. There are a few topics in particular that continue to come up so let me quickly address them … Continue reading
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