Opinion: Greed is still trumping fear, and that’s bad for stocks – MarketWatch 07-17-15

Salient to Investors: Mark Hulbert writes: Investor popularity of greed over fear indicates we are close to a stock market top. At the recent San Francisco Money Show, hundreds of seminars catered to greed, while only a handful catered to managing risk and loss. At market tops greed completely replaces fear as investors’

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What Putin Wrought Has World Asking What Russia Might Have Been – Bloomberg 09-29-14

Salient to Investors: Michael McFaul at Stanford University sees long-term damage to Russia from Putin’s new direction. Anders Aslund at the Peterson Institute for Intl Economics sees a similar shortfall in Russia’s 2014 growth to 2013’s growth of 1.3%, and versus IMF’s 2013 forecast of 3.9%. Alexei Kudrin expects Russia to post zero

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The 2014 Contrarian Investment Tour, From Rupees to Copper – Bloomberg 12-10-13

Salient to Investors: Lewis Braham writes: Contrarian funds can be a hedge of sorts, though a potentially volatile one as out-of-favor sectors tend to be cyclical and prone to booms and busts. Shorting is inherently dangerous as markets have been trending higher. Brian Singer at William Blair Macro Allocation Fund

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The Cautionary Tale of Lord Grantham – Bloomberg 05-15-13

Salient to Investors: Never put too much of your portfolio in a few investments, or in one country or industry. The employee with a significant chunk of his 401(k) in his employer’s stock, or gets his contribution matched in company stock, risks both job and  retirement plans if a setback for

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Uncertainty is Good for Smart Investors – Morningstar 11-09-12

Salient to Investors: Pat Dorsey at Sanibel Captiva Investment Advisers said Greece leaving the euro would not be a big deal to a portfolio of largely multinational large caps. Dorsey said the uncertainty and worry is a big investment positive – its dangerous to invest is when everybody is certain and confident about the future: a la Yahoo! in

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