Newsletters
My Newsletters
Recent
- This Time Isn't Different, Version Covid-19 (2020-Apr)
- A(nother) Triumph of Optimism (2020-Mar)
- The TV Ads (2019-Sept)
- Sustainable Withdrawals (2019-May)
- 2018 Unpleasantness (2019-Feb)
- Market Correction and Update (2018-Nov)
- 2017 Review (2018-Feb)
- Happy New Year 2018 (2018-Jan)
- Move to Cash? (2017-Nov)
- Proof in the Pudding 2016 Returns (2017-Apr)
- Value of Advice and 2016 Review (2017-Jan)
- Donald Trump and a Loaded Coin (2016-Nov)
- On Declines (2016-Mar)
- Interesting Times (2016-Feb)
- Four Decades (2016-Jan)
- Brief History of the Credit Crisis
Favourites
- The Science of News (2013-Apr)
- The Black Swan (2010-Feb)
- Psychological Illusions (2007-Apr)
- Running on Empty? (2006-May)
- What a Stock Bubble Looks Like (1999-Apr)
Investor Psychology & Behaviour
- Déjà vu All Over Again (2010-Dec)
- Investors Behaving Badly (Again) (2006-Jan)
- Excellent Manager Project (2004-Mar)
- Investor Behaviour II (2000-Oct)
- Investor Psychology (2000-July)
Archives
- The Value of Advice (2015-June)
- Rate of Return - Time Weighted vs Dollar Weighted (2015-May)
- Negative Interest Rates (2015-Apr)
- Outlook 2015 - Sun and Cloud ... with Thunderstorm Warning (2015-Feb)
- How to Survive the Coming Bear Market (2014-Nov)
- Now You Have Seen the Movie (2014-June)
- 2013 Review (2014-Feb)
- Canadian Housing Market (2014-Jan)
- Performance Derby Coming (2013-Nov)
- Exchange Traded Funds (ETFs) (2013-July)
- 2012 Review - Optimism Returns (2013-Feb)
- Cross-Currents (2012-Dec)
- Pictures Tell a Story (2012-June)
- Good Advice Hard to Give (2012-Apr)
- Accretive Elite Advisor (2012-Feb)
- Moral Hazard and the Euro (2011-Dec)
- Market Correction, Summer 2011 (2011-Sept)
- Tips from Experience (2011-Apr)
- Great Recession? (2010-Oct)
- The Credit Crisis, and Optimism (2009-Nov)
- Road to Recovery (2009-Apr)
- Across the Valley (2008-Dec)
- Trying Times (2008-Oct)
- Summer Storms (2008-July)
- Interview with Client X (2008-Apr)
- Liquidity Crunch Phase 2 (2008-Jan)
- Liquidity Crunch (2007-Sept)
- A Note on Risk and Regulation (2007-June)
- 2007 Outlook (2007-Jan)
- 25 Years On (2006-Nov)
- Market Update (2006-July)
- Globalization: A Daunting Thought (2005-Oct)
- Greenspan's Conundrum (2005-July)
- 2005 Mini Review (2005-May)
- Deficit, Dollars and Markets (2005-Jan)
- China: Dragon Awakening? (2004-Nov)
- The Myth of Offshoring (2004-June)
- The Secrets in the Numbers (2004-Jan)
- Freedom, Gratitude and Scandal (2003-Dec)
- Out of the Woods? (2003-Aug)
- The Press is Not Your Friend (2003-Apr)
- Bear Market Continued (2002-Oct)
- Enron, WorldCom et al (2002-July)
- On Bear Markets (2002-Jan)
- This Time Isn't Different (2001-Oct)
- A Tale of Two Markets (2001-Oct)
- The Mighty are Fallen (2001-July)
- Bear in a Bubble (2000-Apr)
- Bad Breadth (2000-Jan)
- Value Investing (1999-Oct)
- Why Interest Rates Could go Lower (1998-July)
- Resist the Temptation to Time the Markets (1998-Jan)
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