Quick tidbit on China from Eric Peters’s wknd notes: Premier Li made a promise. To offer markets “stable predictability.” Naturally, China’s dictators love stability. Predictability. After all, they’re human. And want what they can’t have. Anyhow, housing prices rose in 69 of 70 Chinese cities, threatening social stability. No surprise. You see, there aren’t enough…

“This is going to be a good cycle to be felt by our people” Shinzo Abe’s Liberal Democrats have taken control of the Upper House today and now control the government. Japan is a one-party ruled democracy now and the nationalist running the place is free and clear to go hard for the long-suffering nation….

The hardest thing to do is to know that today’s uninvestable sectors and geographies and strategies are tomorrow’s huge winners. It has always been thus and every great investor has trained himself to think this way – from  Warren Buffett to Howard Marks to Wilbur Ross. It is in this way that investing bears very…

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The taper talk that began earlier this summer has led to many investors racing away from dividend-paying stocks under the false impression that: a) less QE is means much higher interest rates and b) dividend stocks would underperform thanks to competition from bonds which would now be paying higher yields This line of thinking is…

Here were the most read posts on TRB this week, in case you missed them: Notes From Delivering Alpha 2013, Part II Notes From Delivering Alpha 2013, Part IV The Big Backlash The Case for Brazil, the World’s Most Hated Market It was all a dream, I used to read Fortune Magazine

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Greg Harmon, a brilliant technician and friend of mine, rarely strays from the chart + commentary formula that’s made his blog so fantastic over the years, but this week he goes on an awesome rant… There are many pundits, strategists and talking heads that are in this situation. I assume that many have been wondering…