The Value Investing Congress just concluded in Las Vegas where approximately 20 speakers gave their pitches for their favourite stocks. I always find this conference a useful source of ideas to take a...
The SAGE Commission in Bermuda has been formed “to identify activities that are central to the core mission of Government; to evaluate and analyse the operations of Government and its corporate bodies...
“Nothing new ever occurs in the business of speculating or investing in securities and commodities.”
— Jesse Livermore’s Trading Rules Written in 1940
Commodities are cyclical. In fact the price of n...
The world continues to be flooded with cheap money as central banks engage in monetary easing. This grand financial experiment is likely leading to some aberrations and distortions in fiat currencies,...
Regular readers of this column know that I am a big fan of Warren Buffett. As a shareholder of Berkshire Hathaway, I am always pleased to get my copy of the annual report. Inside I know I’ll find Buff...
Cyprus is the third largest island in the Mediterranean (3,572 square miles) with a population of roughly one million people.
Its gross domestic product is minuscule in terms of the Eurozone, estimat...
Although equity markets are soaring near all-time highs, public trust in the finance profession has moved in the other direction.
Even though the financial service industry does provide a necessary a...
Modern portfolio theory espouses the benefits of diversification. Essentially holding a basket of securities with varying correlations should help lower volatility and enhance risk adjusted returns. I...
A few random comments on the markets and finance:
Bull market
Yes that’s right. We seem to be in a bull market. The S&P 500 has produced a total return of about 150 percent since the bottom in March o...
After reading through the Budget release and attending the Bermuda Chamber of Commerce’s Budget Breakfast it is my opinion that Bermuda’s economic challenges are both enormous and wide ranging. In whi...
