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2008-12-19
1. GETTING PERSPECTIVE ON THE STATE OF THE WORLD   Our fears are always more numerous than our dangers.`— Lucius Annaeus SenecaRoman Philosopher (c.4 BC-65 AD)   The world...
2008-12-19
Fanciful Guesswork Regular readers of Gone to the Dogs will be familiar with my scepticism regarding forecasting ability or skill. The short version of my argument is that we display little or no...
2008-11-27
  Some people say they want to wait for a clearer view of the future. But when the future is again clear, the present bargains will have vanished. In fact, does anyone think that today...
2008-11-07
  "Monsters are real, and ghosts are real too. They live inside us and sometimes they win."Stephen King October witnessed some extraordinary market volatility. Most of this...
2008-09-11
John Maynard Keynes was one of the most influential economists of the twentieth century and a highly successful investor. However, he came close to being wiped out by the stock market crash of 1929....
2008-08-04
… it takes patience, discipline and courage to follow the contrarian route to investment success. To buy when others are despondently selling, to sell when others are avidly buying ... Sir...
2008-07-10
FROM WHERE WE STAND The mood in South Africa currently is overwhelmed by the depressed sentiment that has arisen in the country since the middle of last year. Those familiar with the South African...
2008-06-12
In the 9 June edition of Fortune, Carol J. Loomis reports that Warren Buffett has placed a bet against a New York City-based hedge fund of funds manager that the S&P 500 will outperform a...
2008-04-18
VALUE VERSUS GROWTH: THE EVIDENCE Active investment managers belong to one of two philosophical camps, namely the value school or growth school. Each stance has it strengths and weakness. The growth...
2008-03-12
What do you mean "Own Goal"? During times of market volatility, it often is the case that investors and investment managers are tempted to do something to cater for the turbulence, as...

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