Thing One One Analyst’s Take On The Recent market Turmoil The following is an excerpt from a newsletter from David Alton Clark of Seeking Alpha: "...Here are the four key positives I see in the current market situation The Speculative Hype Has Eased The froth that once dominated the market has largely been removed. This means we are moving away from overvalued, speculative investments that were driven more by market sentiment than fundamentals. With this correction, we'

Wealth Is Knowledge The title of this post was also the title of an insightful Wall Street Journal article. Here is a thought-provoking excerpt from it: ……….… "...I asked the author and economist George Gilder about wealth creation. “Wealth is most essentially knowledge,” Mr. Gilder says. “Let’s face it, the caveman had access to all the materials we have today. Therefore, economic growth is learning, manifested in ‘learning curves’ of collapsing costs driven by markets.

Thing One “The Top” Of The Market Is All A Matter Of Perspective Most of us are familiar with the buy low, sell high mantra. It’s a reminder not to enthusiastically rush into the market and buy “overpriced” stocks only to get discouraged and sell them when their prices deflate. This is good advice, but it needs context. While there are certainly stocks whose prices “get ahead of their earnings”, there really is no such thing as the top of the market for a long-term inv