Random Rogers Big Picture
This is a stock market blog about portfolio management,foreign stocks, exchange traded funds and the occasional musing about my wildland firefighting experiences. The point here is to share process.
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Posted 2 days ago
As a followup to yesterday's post about the Super Cycle Oscillator pointing to several more years of bad real returns in the equity market Barron's published a short article drawing the same conclusio
Tags: demand
Posted 3 days ago
Earlier in the week Barry Ritholtz posted this chart from Bronson Capital Markets Research. It shows 139 years of nominal returns for equities (probably somewhat familiar to you) along with 139 years
Posted 4 days ago
Earlier this week I made an across the board swap that is worth talking about. I sold China Mobile (CHL) and then replaced it with Partners Communication (PTNR).From the top down this does not change
Posted 5 days ago
On Sunday we had a little over a foot of snow fall here. After a day off on Monday we had a little less than a foot of new snow on Tuesday. The area behind where we park one of cars (at the top of our
Tags: study
Posted 6 days ago
A site called Simolean Sense posted a lengthy interview with James Montier who of course now works at GMO. Montier's comments were really a smorgasbord behavioral observations, assessments of psycholo
Posted 1 week ago
The crew over at Wall Street Cheat Sheet posted a quick interview they conducted with Jim Rogers. There was one line in there that really resonated with me and was something new (to me anyway) in term
Posted 1 week ago
Karl Denninger raises some interesting points in noting a consistent thread with the handful (sometimes more) banks that fail every weekend. In the post he details the extent to which the value of as
Tags: economy
Posted 1 week ago
Barron's had a couple of interesting nuggets this weekend. First was an article commemorating, in a manner of speaking, the one year anniversary of what appears to be the low. The article went on to m
Tags: research
Posted 1 week ago
Yesterday I mentioned an article on Seeking Alpha where some of the comments seemed to be taking to heart some of the same things I've been writing about in terms of how the concept of retirement is e
Tags: economy
Posted 1 week ago
The title as a nod to one of my wife's favorite shows; Top Chef. Padma is ok too.IndexUniverse reported that Van Eck has filed for a non-dollar denominated emerging market bond fund. There are two EM
Tags: study
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