The Best & Worst of Investors411-March

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Psychologist Kahneman & Pandemic expert Brilliant

Economics, Politics – Editorials

The Best

  1. The Israeli/American nobel prize winning father of behavioral economics Daniel Kahneman video on how one memory of a longer term experience can impact YOUR happiness and pain. (Thanks to one of you who discovered this valuable presentation) LINK
  2. Perhaps the world’s most renowned epidemiologist Dr Larry Brilliant video His case for “Informed Optimism” is outstanding and different from the 3/22 video LINK. His case for how poverty causes worldwide epidemics, from Small Pox to Ebola, and those that are doing something about it impacts everyone.
  3. The Cleveland Clinic’s Dr. Cosgrove’s interview in Fortune magazine brought new insight into the health car debate. Of course health care is going to cost more as the huge baby boomer demographic gets older and technology simply gets better at treating illness. However the root causes of American’s self indulgent problem is “Obesity, Smoking,  & lack of exercise” LINK

The Worst

  1. In general – I sensationalize. From headlines like “Baby Killer” to “The Black Widows” I do this first to attract your attention
  2. Stereotyping one side in a debate is just plain over the top. My excuse – sometimes you just get sooooo angry that emotions overwhelm logic.
  3. Too much time is spent on pointing out what’s broken and not enough on how to fix it. Although long term readers, of Investors 411 should notice that”s changed over the years. There’s a lot more HOPE or SOLUTIONS (Kahneman, Brilliant, & Cosgrove) but there’s still more to go.

Stocks

The Best

  1. The March 5th upgrade to Cautiously Bullish -US Markets have gone from negative to over a 5% gain when they open tomorrow.
  2. YOUR Stock List – It’s time consuming to produce but offers a wealth of ideas. Lead by SHOO and IMAX many have had solid runs higher this month.
  3. (these are from past months) Introduction of McCellan Oscillator (it works on broad markets, but nothing works forever and its certainly not 100%) and IMAX (recognition of 3D technologies potential)

The Worst

  1. Prediction – Obamacare’s passage was going to hurt the US  stock market. !00% wrong. People’s mouth(Right wing investment community) were in one place, but there money was in another. If anything Obamacare juiced the markets, because the rally blinked for a 1/2 hour then continued.
  2. Reluctance to be more fully invested. For longer term investors still think this is good. Nothing’s been fixed financially, the problem has been underestimated & hidden, and there are more shoes to drop. However for riskier investors who have the time, discipline, and understanding to be in and out of a stock/ETF within a day, week, or month(s) its a mistake.
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