Stock Market Sherpas: You Can’t Have Too Much Buffett In Your Investment Diet

By Ed Emerson

DEFLATING DEFLATION TO INFLATE INFLATION  

Boy, it’s been hard to find a bit of inflation around these parts for a while now. Even a touch of the stuff would have made US Fed Chair Janet Yellen’s Christmas a bit brighter after she took last year’s 0.25% interest rate rise decision. And then abracadabra alakazaam, while the doomsayers have been whingeing up a storm about deflation, hidden behind all that cheaper oil is the inflation we’ve been waiting for….. See Mike Williams, Genesis Asset Management, In Search of Apocalypse Next

THERE’S NEVER TOO MUCH BUFFETT IN YOUR INVESTMENT DIET

Don’t pay too much attention to short-term market movements; don’t let the newspapers influence your investment strategy; don’t break your own arm patting yourself on the back by making money in a rising market, beware of geeks bearing formulas, don’t wager against the US and its economic potential…You just can’t have enough Buffett….. See Noah Buhayar, Bloomberg News, Here’s What Buffett Wouldn’t Do

THE MARKET’S ‘LION PARABLE’…

There’s an old ‘Lion’s Parable’ about a family that took in an abandoned cub who, despite being loved and cared for by the family, once grown decided to eat them all. Ouch! And in a not-so-obscure way that parable, and recent events, remind me of what’s going on with oil in the minds of investors….. See Alan Steel, Points of Few, The Market’s Lion Parable’…

THE HOLY GRAIL OF RECESSION INDICATORS?

The search for the market’s Holy Grail – an indicator, or set of same, that can accurately predict the next recession before it arrives – may be over. Imagine the billions and trillions of pounds / dollars safeguarded by some wonderful new correlation between unemployment stats and recessions past that tells you when it’s time to cut and run. And all from the mind of the mysterious Jesse Livermore, scribbler in absentia at the blog called Philosophical Economics….. See HNW Magazine, Slap Me Awake When It’s Over

NATIONAL OIL, GLOBAL VOLATILITY

Politicians should never be allowed near a profit and loss account, or anything related to private sector business practices. Why? Because for some asinine reason they, and their respective electorates, deem that the larger the sum dedicated towards a particular initiative the better. It’s beyond stupid. And yet the volatility that has beset the global oil industry – which is largely nationalised – surprises far too many in how it overpays and underperforms. But we shouldn’t be….. Scott Grannis, A Wealth of Common Sense, Why Oil Is So Volatile

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Emerson

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