Reid Holloway | TalkMarkets | Page 1
Rlh Consulting/Hedge Manager for private clients
Reid Holloway’s client roster has included Young & Rubicam, Inc., Philip Morris, Pfizer Pharmaceuticals, and The Trump Organization. Mr. Holloway began his career as an editor with Harcourt Brace Jovanovich Publications in 1976. In 1978 he joined Sanford C. Bernstein & Co., ...more

All Contributions

Latest Posts
1 to 15 of 15 Posts
GOP Performance In 2024 Election May Be As Bad As McGovern’s And Goldwater’s
It is generally assumed that presidential election years are bullish but this time we are coming off very large gains in 2023 depending on which index you choose.
The (Alarm) Bells Are Ringing For Me And My Gal
It is entirely reasonable with persistent inflation at current levels for S&P 500 earnings to come down to levels far lower than currently projected.
Are We In A Good Place?
It’s times like this in financial history when predictions are all over the road and arguments get heated and prognosticators put themselves in high-risk situations no matter what they forecast.
Crosscurrents, Shocks, Surprises, Murkiness, Confusion And So On
With inflation, financial assets give way to hard assets, especially oil and energy. Financial markets themselves come under stress and skepticism. And multiples come down.
Is A Crash Coming?
We’re in a “guns and butter” inflation box, and killing real estate isn’t enough to solve the problem.
Relationships & Investing
Whether it’s ham and cheese, market tops and inflation, deteriorating quality of life and war and recessions, or your relationship with yourself, if you don’t keep your eye on the ball, you might get beaned.
The Phlogiston Theory Of Stocks
To invest better, you need to shake things up, move away from orthodoxy and do things people scoff at.
Quentin Tarantino Is A Messenger Of God
"Once upon a Hollywood" is great movie entertainment. But through its plot and characters it is also a premier-night Klieg light illuminating financial and marketplace opportunity.
The Gift Of Clarity: Everything Isn't Complicated
Often the factors that cause uncertainties and perplexities lead to the conclusion that the solutions must be more complicated than you might think. Don’t outsmart yourself!
The Perils Of Maturing To Late-Stage Expansion Cycles
The increasing complexity of central bank intervention into matters beyond inflation and employment, along with globalization and the American-Chinese trade war, has dramatically changed the composition of business and stock market cycles.
“A Star Is Born” And “Peak Belief”
The more we analyze, the more we think we are displacing the subjective with the objective, credible and investible. But are we? Can we really ever tell the difference between truly objective research and stuff we just want to believe?
Charlie Munger Proves That Youth Is A Good Trade For Wisdom (You Don't Get A Choice In The Matter, Anyway)
A recent interview of Berkshire-Hathaway veteran Charlie Munger demonstrates the value of experience and wisdom.
Why The Aramco Deal Sticks Out Like A Sore Thumb
Is giddiness at the top the only form of measuring peak sentiment?
What Glamour Industries Teach Us About Markets
"Glamour industries" are useful in understanding market activities because they are subject to similar psychologies borne of "champagne wishes and caviar dreams."
Is The Stock Market Immortal?
The bears are totally straightforward and predictable. They see danger and dilapidation everywhere. There is too much debt, too much consequent interest. There is too much sovereign debt, there is too much consumer debt.
1 to 15 of 15 Posts