Category Archives: Investment

Ch-ch-ch-changes

This will be the last Invest-Notes in its current iteration. Actually, there’s only been one version of the Invest-Notes blog since my friend Rob set it up as a birthday gift in 2011. Your next visit will still find thoughts … Continue reading

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Market Drops

After an explosive move up in January, we were subsequently reminded that stocks (and indexes) can still go down. This is a time when it is especially important to avoid emotional reactions and focus on intelligent decision-making. Here are a … Continue reading

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Coin of the realm

That Bitcoin, and its ilk, are experiencing a “Netscape Moment” should serve as a cautionary note on many levels to investors. The practical similarities between the web browser Netscape Navigator as an investment, and Bitcoin as an investment are obvious. Netscape … Continue reading

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Oh time, thy pyramids

Let’s start with a reminder that equities and fixed income instruments don’t respect the Gregorian calendar. Why should it? At what point does the fact that a year consists of about 356 days, and further divided into twelve months of … Continue reading

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Foreign Affairs

The Current Status of Foreign Investment Invest-Notes has always been a big advocate of investing in enterprises operating beyond the borders of the United States. And while the world has not turned out to be quite as flat as predicted … Continue reading

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Train keeps a-rollin’

10-29-17 With market valuations at nosebleed levels and market sectors like technology going parabolic, it is easy to make a case that a correction must be immanent. This is not a good bet. The current bull market started in October … Continue reading

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A Happy Anniversary

10-16-17 Ten years ago today the first Investnotes was sent by email to a handful of family and friends. In 2010 my good friend Rob Simons gave me a WordPress blog site, set-up and ready to go, as a birthday … Continue reading

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The Jazz of Investing

Frankly, it’s a fool’s errand to try and decide when is a good time to buy or sell equities based on movements in the stock market. Yes, valuations appear stretched and the recent, relentless upward trend in most market indexes would … Continue reading

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Sake and CRSP

The question came from a good friend in the asset management business over a cup of sake. Talking about a presentation to his firm from Blackrock, one of the biggest ETF/Mutual fund companies in the world, he had been surprised … Continue reading

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The numbers say that it is so

For the last few months there has been lots of talk about the size of equity markets – specifically the dramatic drop in the number of publicly traded companies. The always interesting Jason Zweig wrote a series of articles on this … Continue reading

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