2011 was not the best year I have had.
January, 2012 Archive
Europe and Asia will continue to slow down, and I expect Europe will enter an 18 month recession.
Primary 2011 lesson: A conservative company does not equal a safe investment, particularly in uncertain times.
The genetic algorithms we have should find the best optimizations themselves, without having to perform exhaustive studies.
Let’s hope this back and forth doesn’t last much longer.
2011's volatility will be burned into investors’ memories for a long time to come.
Investing may be compared with seafaring. When operating in the financial markets, we are effectively engaging in a voyage carrying a valuable cargo to a faraway destination.
Long treasury bonds in particular are lauded for their security. Although there is no risk to the coupon, higher inflation is a significant risk to long term purchasing power and higher interest rates are a short tern risk to capital.
Right now, the best pricing is in European dividend payers.
Like a liquid, money will always flow to fill a void. In 2012, there will be a lack of attractive voids where money can flow.