In the course of my research for a project I’m working on, I came across the following article at the New York Times. Below is the full story, unexcerpted and not taken out of context, from a reporter who attended a charlatan festival in New York City almost twenty years ago. For those who missed…

“Successful investing is anticipating the anticipations of others.” – John Maynard Keynes When people ask me what my edge is, I tell them I have a very good sense of what the crowd is thinking and I think I’ve gotten pretty good at what they’ll do about it next. I pay close attention to when…

Your morning financial links, expertly curated.

I’ve heard just about all of the great investors of our time speak by now and suffice it to say that the bar for me to be impressed is pretty high. But PIMCO’S CEO and Co-CIO Mohamed El-Erian was spectacular this morning at the 2013 Investment Summit in New York City. In my mind, no…

Welcome to the rest of 2013. I certainly hope you’ve made some money in the first five months of the year (which was not hard to have done), because the environment seems to be changing. Before I continue, I want to remind you that this is a forecast-free blog, we only discuss what is happening…

I’ll be brief here because I don’t have a lot of time for nonsense. I have a few major projects in the works and actual portfolios to manage for people, not theoretical or virtual ones. Okay – so the 1999 comparisons have begun to surface. They’re saying that the market feels or looks like 1999,…

“There may be more beautiful times, but this one is ours.” – Jean-Paul Sartre It isn’t necessary to imagine the world ending in fire or ice. There are two other possibilities: one is paperwork, and the other is nostalgia. -Frank Zappa I want you to stop, take a breath and consider this moment we’re in….

But I am uniquely positioned at a very particular crossroads and every day I try to use that to my advantage.

Chart.