Investment Strategy

Who Do You Trust? was an American television game show, originally hosted by comedian Johnny Carson, which aired from 1957 to 1963. The series was initially emceed by Carson and announced by Bill Nimmo. A year into the run, Nimmo was replaced by Ed McMahon. Carson and McMahon departed in 1962 when Carson was hired to […]

“I know you ‘warned’ that you’d be too busy this week to pen your daily musings, but that doesn’t mean you’re not missed! (especially when 2713 on the S&P is making it harder to wait for the pullback—let alone a full retest, as others still opine—to reinvest the partial (I stress ‘partial’) cash recently raised). […]

“Time is Archimedes’ Lever in Investing – Archimedes is often quoted as saying, ‘Give me a lever long enough and I can move the earth.’ In investing, that lever is time. The length of time investments will be held, the period of time over which investment results will be measured and judged, is the single […]

Ned Davis wrote the book “Being Right or Making Money” in 1991. We mention it this morning, because we are doing a conference call today with Ned at 10:00 a.m. (register here). As most of you know, Ned is one of the best on Wall Street. The book resides on my desk, because I often […]