Why Industry Bubbles Burst and How to Weather the Storm

Why do industry bubbles burst? And how does it affect your investment portfolio?

With housing prices making a strong recovery since the financial crisis of the late 2000s, it’s worth taking a look at what causes investments or industries to zoom to the stars and then crash back to earth. Industry bubbles generally occur because the incentive for profit is so powerful that it blinds us to rational… Read More


Sector Watch: Spotlight Telecommunications Stocks

Geoff Considine

The telecommunications industry is evolving quickly.  Recent data suggests, for example, that half of all adults in the United States have a tablet or smartphone.  There are many countries that have an average of more than one cell phone line per person.  In the developing economies, cell phones have allowed much broader access to voice… Read More