Emerging Value in the Retail Sector
retail stocksWhile it might be too early to jump in and thumb your nose at the Amazon effect. Keep an eye out for turning points like the above. That is, when you see buying on negative news. It means the news wasn’t as bad as expected. Often this is a turning point.
The War on Cash Just Went Nuclear
cashEconomics 101 will tell you if you’re creating more of something, then the price of it (the value in this case) will go down. That’s what’s happening with cash. And no one really knows the consequence of this on the global economic situation. But as long as the opportunities are out there, I remain bullish.
Another’s Worries Could Be Your Gains
investing in global equity marketsMy guess at this point is that the next sell-off will result in a panic in some parts of the market. And this may lead to a buying opportunity. The best way to outperform over the long term is to take advantage of others’ mistakes. And often, those mistakes are psychological.