Category Archives: News

Consider the Unloved

Between 2012 and the beginning of 2016, investing in resource companies challenged even the most stoic and patient of investors. The chart below shows the price returns of the S&P 500 and an ETF of global resource equities (with the symbol GNR) over the last five years.
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Onward and Upward

November, 2016 brought many changes: Just in the last month I left my post of sixteen years, saw my hometown Chicago Cubs win the World Series (for the first time since 1908), and witnessed an historic election of a populist and controversial candidate to the office of President of the United States.
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Caution on Apple stocks proves prescient

John appeared on CNBC's Squawk on the Street in April 2012 and, in what was a controversial call at the time, publicly cautioned those who were considering investing new money in Apple Inc. (AAPL) to think twice because of a huge amount of hype, euphoria and speculative flows prior to the iPad 3 launch. Even…
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