charlie munger

Weekly Market Pulse: Time To Get Contrarian?

By |2022-04-18T06:55:46-04:00April 17th, 2022|Alhambra Portfolios, Bonds, Commodities, Currencies, Economy, Markets, Real Estate, Stocks|

Remember, your goal in investing isn't to earn average returns; you want to do better than average. Thus your thinking has to be better than that of others - both more powerful and at a higher level. Since others may be smart, well-informed and highly computerized, you must find an edge they don't have. You must think of something they [...]

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The Weakness Is Really Different Now

By |2016-05-02T19:15:16-04:00May 2nd, 2016|Economy, Federal Reserve/Monetary Policy, Markets|

If there is any wonder why PMI’s deserve scorn, this morning’s twin bill delivered solid reasoning. Both the ISM Manufacturing Index and the Markit Manufacturing PMI declined, and both remained above 50. However, there was no real consensus about what any of it meant. Depending on the media outlet determining commentary about either, there was both positive and negative spin [...]

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