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Roger McKinney
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Brick and mortar retail is falling down
Brick and mortar retail is dying according to many reports. Here’s an example : American retailers are closing stores at the fastest pace ever. Roughly 10% of mall retail space - or 1 billion square feet - is on the verge of being closed, having rents slash...

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Morgan Stanley says ride the raging bull
Morgan Stanley’s analysts suggest running with the bulls this week. They recently announced that they expect the S&P 500 to rise 15% in the next twelve months and possibly to reach 3,000, a gain of 27.4%. They wrote,  Although optimism is a late cycle pheno...

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Roger McKinney commented on a post on Blogger.
Excellent analysis! I have been writing something similar at my blog at rdmckinney.blogspot.com. Are you familiar with Austrian economics? It explains why the correlations you describe work. 

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Buffet the Great
Authors of a new paper, "Buffett’s Alpha ", Andrea Frazzini and David Kabiller at AQR Capital Management crown Warren Buffett one of the best investors ever. I welcome this after decades of having to endure the worship of Keynes as the greatest investor. Ke...

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What we have here is a failure to coordinate
                The
great Austrian economist Ludwig Lachmann described the way the stock market
works better than any economist I have read. He taught that expectations
play a vital role in coordinating the decisions of entrepreneurs in the market
process. ...

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Investors are mentally ill – Nobel Laureate
Nobel Laureate in economics Robert Shiller spoke at the AAII investor conference this month where he quoted Keynes on investing: " Most probably, of our
decisions to do something positive, the full consequences of which will
be drawn out over many days to...

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