Roger Nusbaum
Roger Nusbaum's Latest Articles | 135
Not Safe Havens
Nicole Elliott from Mizuho made an interesting comment on CNBC Europe yesterday: Anything that can go down 10% in one week cannot be considered a safe haven…of... Read »
The WSJ Asks If Stockpicking Is Dead
The Heard on the Street column asked if stock picking is dead noting the proliferation of ETFs among other things which have served to cause higher correlations.... Read »
Is Gold A Bubble? Maybe It Doesn’t Matter
Gold has obviously gone parabolic. We have owned the SPDR Gold Trust (GLD) since it was in the mid $50s (Feb 2007) which was shortly after it started trading. I... Read »
The Market Does Not Get the Benefit of the Doubt
For a long list of reasons (see below) I believe we have entered a bear market and similar to late 2007 the market for now does not get the benefit of the doubt... Read »
They Blew It All To Hell!
The market action might have left investors feeling like George Taylor (the Heston character) at the end of Planet of the Apes. In this case “they”... Read »
Hold These Funds Forever! Really? Forever?
There was an article over at Seeking Alpha about a few dividend stocks that the author posits can be held forever. Investing magazines have had cover stories about... Read »
Can It Be? A Toll Road ETF?
ETF provider Global X appears to be cranking up its golly-gee-whiz machine with an ETF filing that is right in the wheelhouse of a lot of my posts over the last... Read »
The Water Investment Theme
Almost since the start of this site I have been talking about how important I think the water investment theme is. There is simply not enough potable water in ... Read »
Take Your Chances With Inflation?
Bespoke tweeted this article about whether or not it is time to go to cash. The article was so so other than a fascinating premise put forth by James Montier from... Read »
More Signs that the Word “Emerging” Means Nothing
Heidi Moore had a post at Marketplace the other day about mutual fund managers moving more into emerging markets, even going to the extent of removing previous... Read »







