Oct 2, 2015
One thing is for sure; long-term investors are facing huge challenges we haven’t experienced in many decades. Sometime in the future, prices will again reflect fundamentals (economic basics), but that will only happen when the decades-long bubbles have burst. Be patient!
Sep 30, 2015
Unfortunately, fresh data show global growth expectations weaken further.
Sep 28, 2015
Take care, I fear all these chickens will, one day not so far in the future, come home to roost…
Sep 25, 2015
There are several risks that the long-term investor shouldn’t overlook.
Sep 23, 2015
Although he obviously wasn't trying to describe the current investment environment, Charles Dickens couldn't have captured it better than in his 1859 classic "A Tale of Two Cities."
Sep 21, 2015
I'm sorry, it’s rather complicated. But we’ll have to learn to live with it and adapt our investments to this new situation.
Sep 18, 2015
One thing is for sure, uncertainty will remain with us for quite some time to come, which is a negative for long-term investing.
Sep 16, 2015
I’m afraid that the vast majority of investors all over the globe still greatly underestimates the coming “multi-year normalization cycle of the Fed,” which will ignite also “the multi-year normalization cycle of the cost of capital.”