- Sticking with My Stock Overweight, But Recognizing the China Risk.
- The Sad Story of My Own Investor PTSD – The Wayfair Saga. But I’m Sticking With My Housing Stocks.
- Earnings are the “catalyst” for my beloved mortgage insurance stocks. And Radian delivers.
- MGIC and Radian – the reward/risk tradeoff doesn’t get much better. Thanks, nervous investors.
- Introducing the Skinny Tail Mini Investment Fund. My Investor PTSD idea turns out to be a real thing.
Debt Cycle Investing
Publishing Date: September 10, 2018
Everyone knows the economy affects our investments. But which economic trends discussed by TV pundits and money gurus really matter—and which ones can we safely ignore?
In Debt Cycle Investing, Gary Gordon explains the little-understood economic indicator that plays a crucial role in driving financial markets. Using vivid, simply-explained graphs, he shows how the economy and investment markets actually work, so that you can make smarter choices about where to put your money. Along the way, he’ll equip you to separate popular myths, fads, and fallacies from realities, helping you avoid falling prey to flawed thinking that leads so many investors astray.
Reviews"Wonderful cogent analysis. Terrific book!" —Karen Zimmerman, former trading executive, Credit Suisse
"An essential guide to contemporary investment thinking — very readable, with a touch of humor." —Larry Jeydel, former CEO, Almo Corporation
"As a long-time Wall Streeter, I didn't think I could learn anything from a how-to-invest book. I was wrong!" —Barbara Steiner, founding partner, institutional research firm Portales Partners
"Original, well-argued, and meticulously supported — an important contribution to the literature on investing that all investors should read." —John Cecil, chairman, Eagle Knolls Capital
"Helps us understand complex economic and market concepts in a straightforward manner with humor." —Steve Shapiro, former principal, Concordia Capital Partners
"I've rarely seen information so convincingly presented — and so logically. Valuable and entertaining!" —Steve Rosenblatt, former IBM executive