The other kind of market like technology is healthcare. Nobody likes the healthcare industry, but on the other hand, everyone wants to live longer. T….

Both cream and scum can rise to the top, unfortunately. This lower-quality stuff that's going higher isn't doing it on fundamentals..

I always think of the economy as going down a pretty broad road that has mud on either side - for inflation and deflation. What hurts the market is w….

Being flexible is incredibly important. You can change your mind. I understand not wanting to flit around, jumping at something little, but you also ….

People are getting tired of being constantly on edge. Maybe that means they do let down their guard or that they're complacent. What does it take to ….

I think people are complacent. But complacency is like any other metric. It's easy to measure where it is, but it's hard to tell how persistent it is….

Both Donald Trump and the Democrats have said terrible things about the healthcare companies. If healthcare companies think they can make money in th….

Be flexible. Don't be afraid to change your mind. If you're wrong, change your mind. If you go down the wrong path, and you're down 10-12%, it's bett….

The fact that the bond market is rallying today is a plus. If this ends up being a bear market, it will be one of the first ever that began when inte….

There's an old line that goes, the truck you see 400 yards down the road is not the truck that hits you. When we see these problems coming, they usua….

What caused 2008, in my opinion, is that people just didn't see the risk. These people that took on all this risk didn't think they had it - they tho….