Nathan Kowalski, Financial Ramblings from the Rock
What follows are my thoughts on the 2018/19 pre-Budget report policy options recently released by the Government, considering a set of first principl...
Market commentary and discussion sometimes revolves around a group of stocks or asset class that have performed well and offer exciting stories. Lately this group known as the Fang stocks (Facebook, A...
“In science and similar disciplines, knowledge is generally cumulative, building on a foundation of laws and relationships. In the financial world, knowledge is adaptive, in the sense that the views a...
“The bottom line remains: forecasts and predictions are exercises in marketing. Outrageous and wrong forecasts are typically forgotten, and when one randomly happens to come true, the guru is lauded a...
“It was out of control — it was going up more than $200 million a year….you can get to a tipping point — and once you get past that, it’s virtually non-stop down to Third-World status.” — Bob Richard...
“I think whatever Jamie (Dimon) does or doesn’t do will be as relevant as what the postmaster general did or didn’t do about e-mail.” — Wences Casares in Nathaniel Popper’s book Digital Gold
“We are ...
It is almost assured that at this point, given the strong equity market returns seen over the last few years, many investors will undoubtedly have a series of internal debates over when to sell.
It w...
School is in! Thank goodness. I don’t know about your family, but mine needs structure. Sometimes I think school is more for the adults than the children.
While school will help children develop vari...
Last week, stocks slid and posted relative large losses when compared to 2017’s tepid volatility. The drop on Thursday of 1.45 per cent for the S&P 500 was actually the largest drop since May of this ...
Last week, for a short moment, Jeff Bezos was the world’s richest man. The basic talk track percolating on the street is that whatever product Amazon gets involved in and whatever industry it chooses ...
