Do you think you have to diversify?  That small caps are always better?  That earnings drive stocks?  That the FDIC can protect you?  That bubbles can be unwound slowly?  This [ … ]

Some good weekend reading here.  I don’t agree with many of their conclusions, but it’s always interesting to see the other side of the argument: MythofBubbles – Cullen RocheMr. Roche [ … ]

On the back of a recent Bloomberg interview with John Dorfman I am pointing out Dorfman’s 10 market myths that bedevil investors: Myth No. 1: The best companies make the [ … ]

Great thoughts from David Rosenberg here: There seems to be a consensus out there that the pace of house price deflation in the U.S.A. is abating because, in April, the [ … ]