Posts From Adam O'Dell

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Investing

Stop Reading the News!

Conventional wisdom says that information is good… more is better… and even more is best. I used to work for a hedge fund manager who was obsessed with reading news

Investing

Don’t Let Psychology Get the Better of You!

My dad asked me for advice once. He had bought a condo in Myrtle Beach, South Carolina, several years back and was now wondering whether it was time to sell

Investing

How to Play the Bear Market Rally in Commodities

We talk a fair bit about commodities here at Dent Research. That’s largely because Harry’s research has consistently pointed to deflation – not inflation – as the dominant force in

Investing

The Year of the Unexpected

What a year, man! Between Brexit and Trump, I think the backward-looking theme of 2016 should be: “Expect the unexpected.” It was mildly amusing to watch the media be so

Investing

Buffett’s Greatest Strength is Discipline, Not Genius

Cliff Asness and Warren Buffett couldn’t be more different. Buffett buys companies. Asness trades stocks. Buffett is a “value” investor. Asness runs a “quant” shop, AQR Capital Management. Buffett is

Investing

The Next Best Thing to Mr. George’s Magic Ticket

There’s a man in France who owns what the Financial Times is calling a “magic ticket.” In their words: “It lets him turn back the clock, to invest with perfect

Investing

Role Reversals Are the New Trend

Back on November 1, one week before the presidential election – what now feels like an eternity ago, in political-regime-change time – I wrote to Cycle 9 Alert subscribers about

Investing

Now the Real Voting Begins

Well, the people have spoken. On January 20, 2017, Mr. Donald J. Trump will be inaugurated as the 45th President of the United States of America. California wasted no time

Investing

Harnessing Fully Limited Risk

Last week, I explained two of the factors that drive the success of my research and trading service, Cycle 9 Alert. To recap, those are… We win more often than

Investing

Balancing the Tightrope of Risk and Return

My wife is generally a play-it-safe type of person. One of my favorite stories she tells is of when she was around five years old. Her parents took her on