Portfolio Management Archive

New Article On Investing In The Bear At SmartManDaily.com

An article I wrote, "How to Prosper in a Bear Market", is available at SmartManDaily.com.
Posted by Greg Feirman  ·  No Comments »

The Capital Spectator: You Buy When You Want To Sell And Sell When You Want To Buy

January 22, 2008  ·  Category: Portfolio Management, Sentiment Analysis, Market Commentary
"History teaches that the greatest buying opportunities often arrive at moments of extreme stress in the financial system.  Positioning one's mind, and one's portfolio, to exploit such moments is vital for generating something other than mediocre ...
Posted by Greg Feirman  ·  No Comments »

WSJ MarketBeat: Revenge of the Big Caps

May 3, 2007  ·  Category: Portfolio Management
David Gaffen over at the WSJ's MarketBeat blog has a nice little post on the case for big caps right now.  He gave five reasons why Big Caps might outperform Small Caps going forward: (1) Sluggish Growth ...
Posted by Greg Feirman  ·  No Comments »

The Wrong Question and the Right Question About Today’s Market - And How Today Proves It

March 7, 2007  ·  Category: Portfolio Management, Market Commentary
The Wrong Question is: Is the market going up or down? I've seen a million different dudes on CNBC in the last week arguing for why the market is going to go up or down, as the case ...
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Raise A Little Cash, Get Defensive

September 25, 2006  ·  Category: Portfolio Management, Market Commentary
I tend to agree with Graham Summer's Growth Stock Wire missive this morning, "The Correction is Here": It's quiet ...... too quiet. I don't mean to rain on everyone's parade but September has been much too tame ...
Posted by Greg Feirman  ·  No Comments »