As we celebrate 250 years since the Declaration of Independence, I’m reminded of an expression that’s popular in the investment world: “This time is different.” The phrase dates to a 1993 publication titled “16 Rules for Investment Success,” authored by the veteran investment manager Sir John [...]
Paul Ehrlich
When Paul Ehrlich’s obituary appeared a few weeks ago, it came and went without much notice. But during his lifetime, he was enormously influential. By training, Ehrlich was a biologist, but he was most well known for his 1968 book, The Population Bomb. It opened with this dire prediction: “The [...]
The net of it
Last week the government released its monthly employment figures for February. The results weren’t great. Payrolls declined, and unemployment ticked up. These numbers square with other downbeat data, including a recent uptick in bankruptcy filings. Another worry: Oil prices have been rising, a [...]
Shifting tide
Over the past year, a new term has entered the lexicon: “Sell America.” The idea is that investors are losing confidence in the U.S. economy due to persistent deficits and concerns about other policy choices. Owing to these fears, some investors are pulling money out of U.S. stocks and reallocating [...]
Market Worries
Earlier this week, The Wall Street Journal ran an article with the headline “Why This Frothy Market Has Me Scared.” The author cited a number of indicators that have him worried, including a survey of investor optimism that is at a 35-year high. Investors, the Journal said, are feeling “euphoric,” [...]
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