Real Investment Daily

Kass – There Is No Special Sauce

Written by Doug Kass | May, 23, 2018

* There is no quick answer to capture the holy grail of investment results. * The only certainty is the lack of certainty. If this morning’s downturn in futures holds…

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10-Effective Habits Of The Fiscally Fit

Written by Richard Rosso | May, 23, 2018

We wonder how they do it. Those who make handling money look effortless. I have documented and monitored the money habits of fiscally-fit people for years. The following ten appear…

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The Value Proposition Of “Likeability”

Written by Richard Rosso | May, 23, 2018

Written By Byron Kidder and Richard Rosso, CFP. “Let me introduce an entity called You, Inc. This is a small, tightly controlled, privately-held company with the bulk of its productive…

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Technically Speaking: Riding The Bull

Written by Lance Roberts | May, 22, 2018

One of the most dangerous sports in America lasts a total of eight seconds – bull riding. In bull riding, a rider must stay on top of the bucking bull while…

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It’s Okay To Hold Some Cash

Written by John Coumarianos | May, 22, 2018

The great sage and baseball legend, Yogi Berra, once said: “It’s tough to make predictions – especially about the future.” But financial planning is all about contemplating how much money…

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Kass: Rising Costs And Suffering Profit Margins

Written by Doug Kass | May, 21, 2018

A combination of so-called “demand pull” and “cost-push inflation” is sending up feedstock costs and interest expenses to levels that I believe will soon lead to a marked contraction in…

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American Gridlock

Written by Lance Roberts | May, 21, 2018

Over the weekend, I was digging through some old posts and ran across a speech given by Dr. Woody Brock in 2012. Dr. Brock, is an economist who holds 5-degrees in…

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Don’t Expect Another Free Lunch In The Markets

Written by John Coumarianos | May, 21, 2018

The most recent quarterly letter from Grantham, Mayo, van Otterloo (GMO) contains an interesting argument about bonds. Over the past five years, bonds have provided great performance, but also more…

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Weekend Reading: Bear Market Repo’s

Written by Lance Roberts | May, 18, 2018

An interesting email hit my desk this morning: “The stock market goes up 80% of the time, so why worry about the declines?” Like a “bull” – rising markets tend…

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The R2K Conundrum

Written by Peter Cook | May, 18, 2018

“Peter Cook is the author of the ‘Is That True?’ series of articles, which help explain the many statements and theories circulating in the mainstream financial media often presented as “truths.”…

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Quick Take: Kass – Beware Chasing Momentum

Written by Doug Kass | May, 17, 2018

I am beginning to think, these days, that with the exception of Warren Buffett, nearly everyone worships at the altar of price momentum. Seemingly, more than ever, commentators today are…

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The Greatest Financial Mismatches In History

Written by Richard Rosso | May, 16, 2018

The spectacle of modern investment markets has sometimes moved me towards the conclusion that to make the purchase of an investment permanent and indissoluble, like marriage, except by reason of…

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Kass: The Madness Of (Investing) Crowds

Written by Doug Kass | May, 15, 2018

“Men, it has been well said, think in herds; it will be seen that they go mad in herds, while they only recover their senses slowly, one by one.”  – Charles…

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