I have written quite a couple pieces over the years about the professional gloom-and-doom crowd, so this is hardly a new subject for me. It came up again recently when I was speaking with some new prospects who seemed permanently plugged into social media accounts predicting the next market crash, recession, currency crisis or financial…
The bond market is sending a signal
The strange thing about this market is that the bond market is starting to look more interesting than the stock market. Long-term Treasury yields surged with the 30-year briefly above 5.30% and the 10-year ending the week at 4.74%. The Treasury responded by doubling its long-bond buybacks. Deutsche Bank described the move, together with the…
When too much of a good thing becomes a problem
Many investors build their wealth by staying close to what they know. For some, that is property. For others, it is technology, AI, or the company they have worked for and invested in alongside it. Nothing wrong with that. Concentration is usually how wealth gets made in the first place. The problem shows up later…
The business of being seen
There is a whole business built around being seen doing business. Spend a few minutes on LinkedIn and you will quickly notice the familiar cycle: another summit, another panel, another fireside chat, another award, followed by a carefully worded post about being “honoured” or “privileged” to participate. Sometimes the same person manages all four within…
How to manage stress as a trader
My latest piece on how to manage stress as a trader without all the usual jargon or complicated theories has just been published in The Armchair Trader newsletter. I was introduced to the publication through a long-time friend and partner, which is how this little collaboration came about. Established in 2010, The Armchair Trader is…