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2009-10-30
Nothing succeeds like success In modern times, the view that success breeds success was first put into print by English writer and dean of the Privy Council, Sir Arthur Helps. In 1868 Helps produced...
2009-10-01
A Strong Rally Equity markets have enjoyed a strong rally off the low base that was set in the early part of this year. In the case of the US market, for instance, the S&P500 Index has risen more...
2009-07-18
The article below, What Can Replace the Efficient Markets Theory?, is the work of FT columnist Jonathan Davis. The article considers the efficacy of the efficient markets hypothesis (EMH) - which...
2009-07-03
Recently I was interviewed by Simon Brown of Classic Talk Radio in his programme JSE Direct. The subject of the interview was a book that stands out on my library shelf, Joel Greenblatt's The Little...
2009-06-08
Equity Investors Not As Revolted As They Were “I've seen your revulsion and it looks real good on you...”Courney Love In a recent research note titled History: The Greatest...
2009-04-06
Towards the end of the Second World War the United States (US) government, along with the governments of the other 43 Allied nations, put together the Bretton Woods system of monetary management...
2009-03-31
Augmenting Price-Earnings Information With Price Inflation Information To Make Better Asset Allocation Decisions The co-ordinated policy response amongst the world's central bankers has involved...
2009-02-27
The equity market environment reminds me of the opening line to Charles Dickens’ A Tale of Two Cities. For most equity investors, 2008 represents one of the worst years on record. Yet, the...
2009-02-10
Over the last few years many of my clients at Cannon Asset Managers, and other interested followers of our research, have become familiar with the results of the now 13-year-old study into the merits...

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