Why It’s Good to Hold Gold in 2011

With gold in the mid-$1300s ($1356.70 as of February 11 close), still within sight of its historic nominal high of $1421 on November 9, 2010[i], people who have accumulated gold and gold-related assets are asking if it’s time to sell. While it’s never wrong to manage risk by trimming assets when prices appreciate, I believe that…

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Why Apple Stock Still Makes Me Nervous

In June 2010, with the shares at $260.83, I argued that that Apple (AAPL) was a risky stock for long-term investors. It was one of the most popular stories on Seeking Alpha that day, with a wave of vitriolic comments – one commenter simply called me a loser for not owning Apple stock. A few brave…

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Performance Assessment for Investment Ideas on Thoughtsworththinking.net at 2010 Stock Market Close

In her classic novels The Foutainhead and Atlas Shrugged, Ayn Rand distinguished between people who make choices based on their own objective observations, and “second-handers” – people who are more apt to follow the opinions of other people than their own just because those other people are popular. The case I want to make is…

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Obama vs. Romney: An Early Election 2012 Analysis

Now that the 2010 congressional mid-term elections are over, investors are naturally turning their head to the next big contest on the political horizon:  Who will win the White House in 2012?  While it’s obviously too early to make a serious prediction, a confluence of political and economic factors show why the President could face…

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