Is It Time to Panic?

Rather than create an air of suspense, I’ll get straight to the point. Whether it’s time to panic depends upon your time-frame as an investor. We can see from the chart below, which is updated weekly at the Advisor Perspectives website, that global markets have produced marginal returns so far in 2015. In fact, the…

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A Review of The Future for Investors

Jeremy Siegel’s The Future For Investors: Why the Tried and the True Triumph Over the Bold and the New, was a follow-up to his Stocks for the Long Run, which was originally published in 1994. Stocks for the Long Run is rightly considered the “holy bible” for buy-and-hold investors. In the book, Siegel analyzed historical…

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Q3 2014 VIIR Portfolio and World Market Update

The global market rally has taken a time out for the majority of September, but the Sensex continues to be the best performing market globally for 2014. We can see from the chart below that among major global markets only the Sensex, Shanghai Composite Index and S&P 500 remain in positive territory on a year-to-date…

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Is MCX Still Undervalued?

This post is a follow-up to an article I posted on beyondproxy.com on MCX last October. You can read the original article here. Before I went public with my view on MCX, I had recommended the stock to my Premium Access subscribers on September 1, 2013. Since my original recommendation the shares have produced a…

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2014 Mid Year VIIR Portfolio Performance Update

The Nifty Index just ended the first half of 2014 up 22.3%. It’s the best half yearly performance we’ve seen since the second half of 2009, when Ben Bernanke was introducing the world to quantitative easing and the global economy began the slow recovery from 2008’s Great Recession. The Indian market has been in a…

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