by jlamb | Mar 16, 2017 | LambInvestments
More than 1 way to skin a cat In today’s society when there is a roadblock, traffic comes to a screeching halt and people sit and wait. In reality there are many ways to keep traffic flowing, as my Grandfather would say, “There is more than one way to skin a cat.”...
by jlamb | Nov 16, 2016 | LambInvestments
We economists would call the Cubs World Series victory a “Black Swan” event. What the 2016 Cubs should teach us is that Black Swans are real. Just because something has never happened, just because something has not happened in a long time, or just because the chance...
by jlamb | Jul 27, 2016 | LambInvestments
Tempting as it is to include Brexit in the headline, Brexit is not the headline, it is the response to Brexit that is the real headline. The knee jerk slide of the markets was a very rational response to the vote. In typical fashion the markets oversold the rumor...
by jlamb | May 25, 2016 | LambInvestments
Markets have been historically irrational, so it only makes sense that they continue to be irrational! What is good is bad, and what is bad is good. There are many drivers across the markets, and as the bulls and bears fight over market direction, little has changed...
by jlamb | Apr 20, 2016 | LambInvestments
“The economy, stupid.” Simple, effective, to the point, and it became the de-facto slogan for the Clinton election campaign-helping Bill Clinton unseat President George H.W. Bush in 1992. The economy is not that convoluted; it has cycles: good-bad, good-bad, up-down,...
by jlamb | Mar 23, 2016 | LambInvestments
Last month we gave 6 reasons as to why the US economy is heading into recession. A lot can happen in a month and just like that, the commodity and equity markets have rallied and “Everything is AWESOME!!!” (For those of you who have small children, the theme song from...
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