by Colin Symons, CFA | Oct 16, 2019 | Uncategorized
Don’t let facts get in the way of a good story. That’s what we tend to see towards the end of a bull market, whether we’re talking about tulip bulbs, Nifty Fifty stocks of the 1970s, tech stocks in 2000, or our present spate of unicorns (IPO startup...
by Colin Symons, CFA | Sep 18, 2019 | Uncategorized
There was a book written in 2001 by Richard Bernstein titled Navigate the Noise. That certainly seems like an appropriate topic for today’s market. With the rise of algorithmic trading and low liquidity (few ready buyers in volume at current prices), it’s...
by Colin Symons, CFA | Aug 7, 2019 | Uncategorized
In the first Bulls/Bears Dialogue blog I discussed the standard bull/bear cases we hear every day. But I think there is more to consider if we want to build a clearer vision of where the market may be going. To some extent this is speculation on my part, but there has...
by Colin Symons, CFA | Aug 2, 2019 | Uncategorized
Markets have had quite a year so far. That, of course, has led to a lot of discussion. Are stocks primed for a fall? Bonds? Or is there more juice in the tank? Frankly, it’s pretty easy to find bearish arguments. Stocks are now quite expensive historically on...
by Colin Symons, CFA | May 29, 2019 | Uncategorized
I feel like I witnessed a sadly common investor behavior tragedy over the last several weeks. Markets kept going up in April for a variety of reasons. In my opinion, probably the primary reason is that people started getting nervous that the market was going up...
