January Commentary on Kapitall

It's time to think about putting yourself back on that investing path. If you're new to investing start doing some practice trading and learning at Kapitall. Then, pay off your credit card debt if you have any. After that put some money in your savings. When you're ready, and have a little confidence pick an online broker and open an account. Be conservative and slow with your investment choices at first. Below are the links to my January articles:
Using Cute Kittens to Understand Market Bubbles

One of my investing axioms is "never underestimate the short term stupidity of market". A good example is the market bubble: Speculators buy assets they think are bad investments hoping to sell to those who don't see the bad investment. This is known as the greater fool theory of investing. Mostly they sell to those who agree that an asset is overvalued but who are hoping to do the same thing. This scenario is repeated throughout history: ...
December Commentary On Kapitall

I've been taking some time off to spend time with our new baby and the rest of the family. Below are the links to my December articles:
November Commentary at Kapitall

My wife and I had a baby boy this month and I've been late in answering emails and interacting with the Kapitall community. Below are the links to my November articles:
October Market Commentary

At Kapitall, I've been posting a lot more question and answer articles lately. Using what Kapitall users what investors have to say and think is provides much more useful insight than that listening to my Wall Street buddies.
Below are the links to my October articles:





Shareholder Democracy Trumps Socially Responsible Investing

Because of my association with ThePanelist, Forbes.com expected me to write an article defending socially responsible investing. I changed my focus and talked about the pros and cons of investing strategies based on virtue or vice . I go on to discuss how strong shareholder
activism can be more effective in influencing companies than selling their stocks.
And because it's Forbes, I had to include a list. In this ...
Ask Neubert: The Gold Bubble - A Very Strange Animal

Thanks to Hercial Vitalis for getting back to ranting about the gold bubble again.
Lately, I've received a number of emails from users with various versions of the same few statements and questions:
1) I own gold and it's going to go up forever - the world economy is coming to and end.
2) I own gold and when do I get out?
3) When do you short gold and silver?
My response?
Ask Neubert: Economics, Emerging Markets and Caterpillar

I recently received an email from a regular Kapitall user, with some very timely questions. Here's his original message, along with my response....
Interviewed by Zack Miller for Kapitall


I am really impressed at how he related my explanation of why Kapitall uses P/E ratios instead of prices on company icons. Most investors think Google is expensive relative to Microsoft because ones $500 a share and the other $25. There are true measure of valuation. At Kapitall, we have tried to move new investors away from looking at price and instead to focus on value. POP is the way we do that.
You can listen to Miller's podcast at NewRulesOfInvesting.com .
Answering Financial Questions On Kapitall

Part of my job at Kapitall is to answer user questions about the financial markets and investing. The users send me mail inside Kapitall's social network system. I coined the term "k-mail" and it caught on).. I pick the most interesting ones and share my answers with the community. Here are links to the most recent batch of questions. Questions range from when to buy gold and stocks to my favorite topic: how little investors taking advantage of hedge funds.