Business and Investment Philosophy Archive
Top Gun FP Client Note: The Wisdom Of George Soros, Part II
July 5, 2011 · Category: Business and Investment Philosophy, Market Commentary, Sentiment Analysis, Stocks, Top Gun Financial Planning
NOTE: Every week or two I write a Client Note for my clients. For a limited time, I am allowing non-clients to sign up and receive it at the same time as my clients. You can ...
Posted by Greg Feirman · No Comments »
Top Gun FP Client Note: The Fundamentals Versus The Technicals
July 15, 2010 · Category: Business and Investment Philosophy, Fundamental Analysis, Macro Economics, Market Commentary, Stocks, Technical Analysis, Top Gun Financial Planning
NOTE: Every week I write a Client Note for my clients. For a limited time, I am allowing non-clients to sign up and receive the Client Note. You can sign up at the top right ...
Posted by Greg Feirman · 1 Comment »
Top Gun FP Client Note: Two Stocks For A Range Bound Market
February 19, 2010 · Category: Business and Investment Philosophy, Income Investing, Macro Economics, Market Commentary, Options, Portfolio Management, Stocks, Top Gun Financial Planning
In range bound markets, 90% of the return comes from dividends.
- Vitaly Katsenelson, author of Active Value Investing: Making Money In Range Bound Markets (Wiley, 2007), on CNBC's Closing Bell, Tuesday February 16
In last week's ...
Posted by Greg Feirman · No Comments »
CNBC: Vitaly Katsenelson On Investing In Range Bound Markets
February 16, 2010 · Category: Business and Investment Philosophy, Macro Economics, Market Commentary, Portfolio Management
Investing In Range Bound Markets - according to Vitaly Katsenelson:
(1) Trade More Actively
(2) Increase Your Margin Of Safety
(3) Hold More Cash
(4) Buy Dividend Paying Stocks - 90% of the returns in range bound markets come ...
Posted by Greg Feirman · No Comments »
Ben Graham On The Efficient Market Theory And The Manic Depressive Market
January 11, 2010 · Category: Business and Investment Philosophy
In 1974, the great financial analyst Benjamin Graham wryly described the efficient-market hypothesis as a theory that "could have great practical importance if it coincided with reality." Mr. Graham marveled at how Avon Products, which traded ...
Posted by Greg Feirman · No Comments »
Top Gun FP Client Note: Another Bubble
October 26, 2009 · Category: Business and Investment Philosophy, Gold, Inflation, Market Commentary, Top Gun Financial Planning, Warren Buffett
NOTE: Every week I write a Client Note for my clients. For a limited time, I am allowing non-clients to sign up and receive the Client Note. You can sign up at the top right ...
Posted by Greg Feirman · No Comments »
Tremendous David Einhorn Speech Monday At The Value Investing Congress
October 21, 2009 · Category: Business and Investment Philosophy, Federal Reserve, Gold, Government, Macro Economics
I really respect David Einhorn because he has evolved from a pure value investor into recognizing the importance of macro. Anybody who doesn't recognize that at this point is going to pretty useless going forward. ...
Posted by Greg Feirman · No Comments »
Shiller: The Stock Market Is Intrinsically Psychological
August 31, 2009 · Category: Business and Investment Philosophy, Market Commentary, Sentiment Analysis
Nothing new here in a Sunday New York Times piece by Robert Shiller, "An Echo Chamber of Boom and Bust", but it's always worth remembering that the stock market is people:
THE global signs of a ...
Posted by Greg Feirman · No Comments »
James Montier: EMH RIP
August 10, 2009 · Category: Business and Investment Philosophy
Alice laughed: "There's no use trying," she said; "one can't believe impossible things."
"I daresay you haven't had much practice," said the Queen. "When I was younger, I always did it for half an hour a day. ...
Posted by Greg Feirman · 1 Comment »
June 5 Bloomberg Interview With The Great Michael Steinhardt
August 6, 2009 · Category: Business and Investment Philosophy, Market Commentary
(Via Infectious Greed)
Posted by Greg Feirman · No Comments »
