October 2011 – Page 4 – Smarter Investing

Being greedy when others are fearful may be wise, but it doesn’t come easy. It is not human nature.

Pain is no excuse to abandon discipline

Larry Summers: What we need now is more short-term thinking (and accountability)

In a rare public appearance by Eddie Lampert, the famed hedge fund manager clashes with Larry Summers over the value of long-term investing and thinking.

Outlook

Larry Summers: What we need now is more short-term thinking …

Eventually this self-perpetuating volatility will play itself out

We continue to see value in American and European multinationals with high and rising dividends.

Strategies

Eventually this self-perpetuating volatility will play itself out

Expecting Q3 earnings reports to disappoint

Neither the earnings discussion nor the possibility of a hard landing in China have found their way into mainstream media yet, which is concerning.

Strategies

Expecting Q3 earnings reports to disappoint

Corporate profits, consumer spending point to a recovery

Bob Gay is founder of Global Equity Analytics and Research Services [GEARS]. He manages 4 investment models on Covestor.

Strategies

Corporate profits, consumer spending point to a recovery

The Fed Chairman hasn't been sleeping - he tells his psychiatrist why.

Outlook

Ben Bernanke’s darkest fears

Michael Lewis: Moral failure in the U.S. led to the economic collapse

Lewis finds at the heart of the economic crisis nothing less than a moral and intellectual breakdown from the very beacons of western civilization.

Outlook

Michael Lewis: Moral failure in the U.S. led to the …

I am comfortable continuing with my 100% cash position at this time, pending a clearer view of earnings prospects and a possible improvement in my sentiment indicators.

This is a dangerous market – I’m waiting before committing …

In September we found ourselves in a veritable meteorite storm of falling prices and bad news.

Strategies

Our portfolio got Buffetted

I was recently asked to explain my selling methodology. Let me highlight a couple of points on this topic.

Strategies

When do I sell?

This is a rare opportunity to buy precious metals

Here's the ETF I bought to take advantage of it.

Strategies

This is a rare opportunity to buy precious metals

Betting on the Bakken, America’s newest oil craze

Is there buried treasure in your back yard? There could be if you live in northern North Dakota or Montana. For the rest of us, there are these stocks.

Strategies