Uncategorized, Weekly Update

Our view of buy-and-hold investing

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Published July 12, 2019


The vast majority of investment advisors and brokers preach the wonders of buy-and-hold. It is industry doctrine and much print is devoted to convincing clients that buy-and-hold is the only rational approach to investing. As trend-timers we have largely rejected the buy-and-hold mantra of the investment industry. But why do we reject it?


Uncategorized, Weekly Update

All’s Well in the World

Published September 1, 2017


We have written a few times this summer about the global force behind the stock market’s unceasing rally so far in 2017. August proved once again how resilient this rally is, with stocks dropping back a bit only to be relaunched to new highs by the end of the month. (more…)