Contributor's Links: The Speculative Investor

I graduated from the University of Western Australia in 1984 with a degree in electronic engineering and from 1984 until 1998 worked in the commercial construction industry as an engineer, a project manager and an operations manager. 

I began investing in the stock market 2 ... more

ALL CONTRIBUTIONS

Credit Spreads And The Stock Market
Credit spreads have a strong tendency to widen ahead of equity bear markets. It could be different this time, but right now I can’t think of a good reason why it should be different.
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The Ultimate Financial Crisis Will Be Inflationary
The ultimate financial crisis will have to be inflationary, because deflation scares provide ‘justification’ for central bank money-pumping and thus enable the long-term credit expansion to continue with only minor interruptions.
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The Battle Between Bearish Fundamentals And Bullish Sentiment Continues
The fundamental backdrop is always shifting, so the fact that it is gold-bearish right now doesn’t mean that it will remain so for a long time to come.
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Five Years Is A Long Time To Be Wrong
Sentiment has been consistent with a bull market top for the bulk of the past five years, but there is still no evidence in the price action that the bull market has ended.
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There Will Be Warnings
Short-term stock market risk is high, but there are no warning signs that a financial crisis is brewing or that a stock market crash is a realistic short-term possibility.
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The Myth Of Gold-Stock Leverage
When the financial/banking system appears to be in trouble and/or economic confidence is on the decline, the perceived value of equities and corporate bonds decreases and the perceived value of gold-related investments increases.
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STOCKS I FOLLOW

GLD SPDR Gold Trust ETF
SPY SPDR S&P 500

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The Speculative Investor
Steven Saville
Steven Saville

In an average week, TSI subscribers receive two reports: a Weekly Market Update on Sunday and an Interim Update on Thursday morning (NYT). The Weekly Update typically has 3000-4500 words and 10-15 charts, while the average Interim Update is about half that size. As well as containing information about the gold, currency, stock, bond and commodity markets, these reports regularly include discussions about macro-economics. The economics-related discussions are from an “Austrian” perspective, because I’ve found that the Austrian School is the only school of economics that is consistently logical and explains how the world really works.

TSI subscribers also get access to a list of stock selections. The TSI stock selections have provided very good long-term returns; however, due to the highly speculative nature of the stocks I tend to focus on, my year-to-year returns have been ‘lumpy’, to put it mildly.