RISK ON / RISK OFF

Investment decisions, their genesis, and our thinking behind them.

Tall Trees & Tiny Things

POSTED ON October 8th - POSTED IN Commodity, Risk On / Risk Off, residential housing, Lumber

By Zev Abraham - Trees are the biggest living organisms on earth. The largest trees are more than ten times the size of a blue whale, which is the largest animal. That is huge! The typical trees harvested for lumber[…]

Is the Trend Your Friend?

By Zev Abraham - “Prediction is hard. Especially about the future.” – Dr. Nils Bohr, the Father of Quantum Physics Investing is not easy and sometimes its thankless, even when you are correct. Last month we wrote[…]

A Broken Clock is Right Twice a Day (Part II)

By Zev Abraham - “Lets be honest about gold: It’s a pet rock” – Jason Zweig, The Wall Street Journal - 2015

A Broken Clock is Right Twice a Day (Part I)

POSTED ON July 31st - POSTED IN Gold, Price of Gold

By Zev Abraham - “Gold is Money, Everything Else is Just Credit” - J.P. Morgan

1971

By Zev Abraham - Root Cause Analysis (RCA) is a methodology widely used in engineering, quality control, accident analysis and epidemiology.  Although not familiar with the term until recently, it came up several[…]