2014 Annual “Forecast”
One of the many challenges with publishing a document that is intended to cover a one year period is that so much can change in a year. Another challenge is choosing a theme, especially now when my creative faculties are wide open to receiving wisdom from countless sources. It’s not always this easy, so I’m […]
Renaissance & New Partners For Integrated Wealth Management
It’s been many months since I sat down to peck out my newsletter. We’ve been busy with important AND time-sensitive matters, as our Client Families always come first. It’s good to be back. My wife and I love to watch comedy as we relax before bed, and one of my favorite stand-up routines from the […]
Can We Finally Start Learning & Changing From Remembrance Day?
Remembrance Day is always highly emotional for me, increasingly so as I mature, reflect back on my youth and gain new perspective from these memories. So here is my question for readers: Can we finally start learning and changing from Remembrance Day? Yes. Before anyone tunes out because they think this article is unsupportive of […]
Mindfulness – The Antidote to Mainstream Financial Media Addiction
Calgary summers are short, and so this edition will be, too. Too much of almost anything is bad for us, including essential elements of a healthy lifestyle. Food, drink, sunshine, and exercise in moderation are excellent, but in excess they can be destructive. The same holds true of information consumption. In respect of our investment […]
Investment Markets Appears To Be In A State of Suspended Animation
There are certain times – like now – when investment markets appear to be in a state of “suspended animation.” And it’s extreme times like these when the disconnection of markets from common sense, logic and rational valuation puts our Patience and Discipline to the test in an almost overwhelming way. Rest assured, a major […]
Perfectionism Is An Absolute Killer
The great gold trader Jessie Livermore is credited with saying “The biggest profits are in your patience.” This wisdom rings true whether you are still invested in US equities which continue to rise seemingly incessantly, or you are waiting to play the downside in equity markets. And if you’ve already exited most or all of […]
PRICE Is The Only Objective Truth – All Else Is Opinion
The interval since my last Views from the Crows Nest has been longer than usual. When one is faced with a family member in a health crisis, financial markets don’t graciously pause while we deal with these priorities. Thus we still need to attend to markets with a calm focus, which left no time for writing. After a […]
“Mass Media Mimics Mass Mania”
Since our January edition of Views from the Crows Nest, equity markets continued their slow grind higher for almost two weeks. In the last two weeks we’ve finally begun to see signs of a short-term market top. One of the most reliable signs of an inflection point was delivered yet again by the mainstream media. On […]
Fiscal Cliff Deal Fails To Address Spending Addiction
Well, the folks in Washington D.C. certainly did another number on investment markets with a slightly- later-than-eleventh-hour “fiscal cliff fluff deal” that does nothing to address a life-threatening spending addiction by the US federal government. And now we get to listen to endless yammering about raising the debt ceiling. Over the next six weeks this […]
2013 Annual Forecast
Over the last six weeks we’ve been hunkered down in quiet contemplation of what 2013 may bring. The world continues to edge closer to the second major downturn in what I believe is The Second Great Depression. Final editing of this edition is happening on December 30th, before the “fiscal cliff” negotiations have been resolved…so […]
